Is it possible to set a default sales order form depending on the customer selected? Is this possible without scripting?
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April Wu
03/31/2021, 8:16 PM
you mean sales order field? If so i'd suggest to create a custom field on the customer and have workflow set field value to be the same value as in that field on the customer - hope that makes sense lol
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Luis
04/01/2021, 9:39 AM
Sorry. I meant sales order form.
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Mika Hakkinen
04/01/2021, 11:28 AM
Should be able to do that with a WF, using the after field edit action, with the condition of if customer X, then set field value custom form = Y ? That should work