For Customer Center roles, how can I get custom form to appear for the user when viewing Estimates? It doesn't use the preferred form in View mode, only when creating new Estimate.

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that the customization of the Customer Center is quite limited. However, you can try the following steps to get your custom form to appear for the user when viewing Estimates: 1. Make sure you are working with a transaction form of a type containing "(External)". 2. There is a form called "Standard Online Quote". The type is "Quote (External)". This form might be inactive. If you check the "SHOW INACTIVES" box, you might see it. 3. You can customize this form according to your needs. 4. Assign this form to the relevant roles in the "roles" tab of your new form to make it visible. Please note that the "Printing Fields" tab only shows up when "Basic" is selected for "Printing type" on the form. Also, it seems that the (external) forms do not have the 'printing fields' tab no matter what. If you are still facing issues, you might need to consider creating a workflow that displays the Custom Form field. However, it seems that every time the employee center role changes the custom form, the form defaults back to the preferred form. This might be a limitation of the employee center. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******