where can I update the form selected by default when a lead is created ? the field is customform and is it possible to have a form by default depending some conditions ?

AI generated answer (using internal Slack threads):

You can set the default form when a lead is created by going to the lead record type and setting the preferred form. However, this will apply to all leads and is not condition-based. If you want to set a default form based on certain conditions, you will need to use a workflow. You can create a workflow that triggers on record creation or field edit. In the workflow, you can use the 'Set Field Value' action to set the 'customform' field based on your conditions. Here is a general idea of how you can set it up: 1. Go to Customization > Workflow > Workflows. 2. Click 'New Workflow'. 3. Set the 'Record Type' to 'Lead', and the 'Trigger Type' to 'Before Record Load'. 4. In the 'State' section, click 'New Action'. 5. Select 'Set Field Value' from the action type dropdown. 6. In the 'Parameters' section, set the 'Field' to 'customform' and the 'Value' to the internal ID of the form you want to set as default. 7. In the 'Conditions' section, define the conditions under which this action should be executed. Please note that this is a general guide and you may need to adjust it based on your specific requirements. Also, keep in mind that workflows can have performance implications, so it's important to test thoroughly before deploying to a live environment. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******