Is it possible to show only desired form in the custom form drop down on invoice record based on employee id.. suppose there are 5 transaction form for invoice and we want to show only 3 of these form in custom form field on invoice record for emp “abc”. Is it possible? If yes then how?

Uncheck the "Enabled" checkbox next to the forms that you do not want to show, on the Custom Role setup page.

Thanks for your reply Grimm ... actually I need to use different form for different region. Suppore for APAC region there are 9 transactions forms and for South Africa region there are 4 transaction forms. And we need to show only 9 transaction forms when particular employee create invoice and same for different region. So how we will handle. Do we need to create custom role in this case and will it work if an employee has multiple role

Your best bet is to have custom roles based on your regions (i.e. Accounting-APAC, Accounting-SouthAfrica, etc). The forms available will be controlled by the logged in role, so it will still work when users have multiple roles. it will just depend on what role they are logged into at the time.

Perfect Todd Grimm. I will try this and will keep you posted if I will Need any further help on this. Thank you so much for your quick reply.

happy to help

Hi @Todd Grimm, I created a custom role and for which center was accounting center. and assign that role to emplyee but it is not showing any option in menu to create invoice. Please suggest how to create custom role and what permission should be given so that using that role employee can get option to create invoice. Thank you

Easiest thing to do, would be to make a copy of the standard role that they are currently using. To do that, go to the list of roles, locate the role they are currently using, then select Customize to the left of that role. That should bring over all the current permissions that role had, so all you need to do is give the custom role a new name, then save it.