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!