Help with making a form restricted! The company uses purchase requests in the employee center for generating purchase requisitions and that form needs to be the preferred form. We are implementing an integration with Quartzy which uses "Purchase Requisitions" (which is basically purchase orders pre-approved) and we need that integration to use a different form as the workflow is based on the form used for a variety of reasons. When I go into the specific integration role and make the Quartzy form the preferred form (when the company level preferred form is different), the Quartzy integration is not using the correct form. I read something about only one form being able to be "preferred" in Employee Center? Does anyone have advice on how the Quartzy role can be directed to use the specific form that is different from the preferred form? Thanks ion advance for any advice here!

Note that when you make a form preferred in the customization>forms> transaction forms list then you are making it as global preferred form for that transaction. You can assign roles in the form itself as preferred, this way you can have role based custom forms. Note that a can have a only one form as preferred one. Also are you saving the form with the record? That may cause problem

Hmm - Let's call it form 1 which is preferred at global level. I need the quartzy role to use form 2. I have the quartzy role set to form 2 at the role level and I have form 2 also set to be the preferred form for the Quartzy role at the form level. The integration uses the role and defaults to form 1. Is there any way I can get it to default to form 2?

may be in this case remove the global preferred option and role based preference in form record instead. This way global preferred form wont be enforced.

Got it - I will give that a try. Thank you

Might work - theoretically

No - Quartzy is 3rd party requisition "punch out system" that we are integrating with NetSuite that requires use of the Requisition process where everything else is configured using the "Request" Process

🙂

@Sam-I-Am Just wanted to follow up and let you know that fixed it! I had to remove the global preference entirely and instead set it at the role level for all with access. Thank you!

glad it worked - discodancer