Where are the different places I can set a custom form or native form to use on sales orders created from a quote?

AI generated answer (using internal Slack threads):

There are several places where you can set a custom form or native form to use on sales orders created from a quote: 1. Scripting: When creating a sales order in script, you can specify the form's numeric ID in the

defaultValues.customform

parameter of

record.create

. This allows you to programmatically set the form based on certain conditions or logic. 2. Workflow: You can create a workflow that sets the custom form based on the customer selected. This can be done using the 'after field edit' action, with a condition that checks the customer and then sets the field value of the custom form accordingly. 3. Form Preferences: You can create multiple sales order forms and make them default or available to specific roles and users. This way, when a user logs in with a specific role, they will see the sales order form that has been set for that role. 4. Custom Fields: You can create a custom field on the customer record and have a workflow set the sales order form to be the same value as in that field on the customer. However, it's important to note that having multiple sales order forms can potentially lead to confusion and maintenance issues. It's recommended to have some identifier other than the form to distinguish between them. Also, be careful when making fields mandatory on one form but not on others, as this could cause problems. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******