Good Morning, I have 2 Sales Order forms, 1 used by our Internal Team, and 1 used by our Sales Reps when they log into Advanced Partner Center. We are in the process of rolling out APC and everything is going well until I testing viewing older sales orders in our system. When the APC role views older sales orders, they are seeing the Internal Sales Order form, not the APC form. I have checked the role and its default preferred form is the APC form, I have checked the form itself and it is set as the preferred, I have also checked the internal form and it has all our internal roles, excluding the APC role. I have also tried setting the custom form to the APC form in a workflow, but it only works if the Sales Order is Edited. Any ideas?

Was there a old workflow that was previously used that is not in a ended state?

Skipped the workflow idea, I found that on the Role, you can restrict which form they use, once I did that, it is working.