Hi everyone, We have 2 customer forms: FormA and FormB both used for 2 different subsidiaries. Form A is the preferred form. When I create a new customer with FormB and save, when viewing and editing it'll show under FormA. Even when I save it again under FormB it'll switch back to FormA. No script is changing it and no workflow. I did create a workflow to push this, but that didn't work. Is it because FormA is preferred? When I make FormB preferred same thing happens but with FormB being the preferred one. How do I fix this if I want to create a new customer on FormB to keep it as FormB even though FormA is preferred? I'm admin role btw

@Koon Kabob can you check Check Role Restrictions: Go to Setup > Users/Roles > Manage Roles • Find your admin role → Customize → Forms subtab • Under Entity section, look at Customer Forms • Uncheck FormA as default or enable FormB in the Default column

@Koon Kabob You're better off not taking advice from this guy.

@Tim Chapman Check execfy.ai out too hahah

Hard pass.

I am not sure if this will work, but it might, try checking the Store Form With Record box on the Custom Entry Form set up, based on the field help, this might fix your issue as it sounds like it will use whatever the form was when the record was saved.

Amazing! Thank you @Todd Juenemann! And thank you 2 @Execfy & @Tim Chapman! I was in the middle of a meeting, reading both your comments, and it made me laugh pretty hard