Hey all, having trouble with a simple workflow tha...
# suiteflow
j
Hey all, having trouble with a simple workflow that should set the Custom Form of a Customer record based on conditions of user Role and Customer Subsidiary. When testing with a Role and Customer Subsidiary that make the conditions true, the correct Custom Form is not being assigned as expected. I have no preferred Customer form set for this Role. When viewing or editing a Customer record during the test, the Standard Customer Form is what loads initially. Looking at workflow history on the record it seems like it should be working. It successfully transitions into the workflow state where I am setting the field value and it has no errors on the log for that instance. Any thoughts or ideas would be much appreciated!
I'm able to get it to set the form if I change the action Trigger On from Before Record Load to Before User Edit, but I'd like to load the correct form even when viewing the record not just editing. Hmm
Oh, I see from the help docs that Before Record Load cannot be used to set values on an existing record. Hmm..