NetSuite is ignoring the preferred form for a user upon loading records. It is not one of the forms typically used, created specifically for this user. However, they still need access to the other forms, so restriction will not help. Is there something else I need to do? It's set for preferred on the form and role.

You can set the form as preferred for their role. And also remove access to other forms if necessary On their role record there is a forms tab

Are you expecting them to use the preferred form even for previously saved records?

@AI1 Yes, but they need access to at least two forms, so restriction won't work. @Luis Yes.

On their role you can give them access to ALL forms but make this special one preferred

Yes, but we store forms with transactions, so it always defaults to the non-preferred form when loading. This user only wants to see a simplified view I created for them and then toggle (with a custom button) to a more detailed view. But, I find when I try this, it never loads the simple view first. It only works for new transactions, which this person will never be entering.

Oh I see now You could try to setup a workflow with a set field value action that triggers before record load Set the custom form field to (your form you want) Set the condition to User=(the user your talking about) If before record load doesn’t work then try before user edit I haven’t had consistent luck with manipulating the custom form field from a workflow but it may work in this case If a workflow isn’t what you want I know scripting would easily be able to do this too