Aaron
09/23/2025, 10:49 AMCeligo AI
09/23/2025, 10:49 AMAI generated answer (using internal Slack threads):The custom form selection is not available under advanced options when importing vendors with import assistants because the form selection is determined by the 'Store Form with Record' setting on the custom form. If 'Store Form with Record' is checked, the form will change when you do the import. If it's not checked, the form will default to the preferred form for the role. However, it's important to note that changing the form on a record via CSV import can have unintended consequences, especially for custom records. There's nothing in the System Notes to indicate that the form has been changed, and the custom form ID is not stored anywhere. Therefore, it's recommended to be cautious when using this feature. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/23/2025, 10:50 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838256836
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824401915
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820190549
Celigo AI
09/23/2025, 10:50 AM