I need to force the custom form on a Sales Order to a certain value if the SO is linked to a project. I’ve done this with the standard approach of a ‘before user edit’ action. But if I create the SO FROM the project, which then creates a SO with the project already set, my WF action is switching the form and dropping the project, meaning the user must select the project again which is not ideal (there could be 100 projects under a given customer). Anyone know a way to create a SO on the correct form AND maintain the project value without requiring a client script (no dev) OR making my target form preferred for the role?