Some Invoices were created in our system - there is now a request to change the Custom Form for these. Is there a way to bulk update the form? I am looking at CSV upload method and I can't see an option for Form. Any advice would be much appreciated

How many invoices are there ? You can update it through the browser console if it's not much, by running some 10 liner code. Otherwise a small MR/schedule script should do the job

Thanks for the assistance here. There are a couple of hundredth invoices. It would of been too much of a manual effort. I found a faster way to do it with a workaround. 1. Created a saved search to identify the specific Invoices 2. Created a "scheduled" workflow - used the SS to call the record and set the custom form. It worked 🎉 I've set the workflow to testing mode so I'm the only person who can execute it. It can be re-used in future if needed

You could have done the same with scheduled script as well. Just load the search and load the record change the form and save it. No manual work was required. By the console running the same code on the console that you might put in the scheduled script. But console has some usage limits as well which is why I asked how many invoices. Don't like to put unnecessary script/workflow in production.

why scheduled script is better option than workflow loading savedsearch?

I never said it was. I simply said I don't like putting unnecessary workflow/script in the system. So if they are not gonna get used in future and the volume is low I prefer to simply update through the browser console.