how do I set the preferred form for a return authorization for a role and retroactively apply it to all the records.

AI generated answer (using internal Slack threads):

To set the preferred form for a Return Authorization for a role, you need to follow these steps: 1. Navigate to the form customization page by going to

Customization > Forms > Transaction Forms

. 2. Find the form you want to set as preferred and click

Edit

. 3. In the form editing page, go to the

Roles

subtab. 4. Here, you can select the role for which you want to set this form as preferred. 5. Check the

Preferred

checkbox for that role. 6. Click

Save

. Please note that a role can only have one preferred form per transaction type. If a role already has a preferred form set, you will need to remove it before setting a new one. As for applying this change retroactively to all the records, unfortunately, this is not possible. The form used for a transaction is set at the time of creation and cannot be changed afterwards. However, all new transactions created after setting the preferred form will use the new form. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******