trying to display a button based on the case form value but it seems to ignore this field, but I can use other fields. anyone experienced issues trying use the field custom form?

Yes. I’ve had problems. I recall my work around was to break that workflow into multiple steps. I think I put the Form criteria onto the transition to the State that displayed the button. This May or May not be a solution for you.

Thanks. I have this, and moved the condition into the Transition going into Display state. The two buttons are shown in the Display State. Switching forms still shows the display buttons. Is this how you had yours setup?

Yes. That looks ok. Where have you tried the Custom Form criteria?

The transition from Initiation to Display Button has the custom form condition and it transitions on 'Entry', I've also tried 'Before Record Load'

Did you check the workflow logs if the workflow is able to get the value of the custom form field? In the past I had to use a custom field that contains the value of the custom form.

I gave up on this as I found out I couldn't set a line item when the button is clicked to open a sales order. But thanks for the tip - will try and remember this for next time.