hey everyone! does anyone know how to change custo...
# general
a
hey everyone! does anyone know how to change custom form type via csv update? I tried creating a workflow and updating and various methods, but nothing seems to update the form to the one I want
a
Is the form in question set to 'store form with record' (although it seems like not all forms have this option)?
a
form doesn't have that option, but i figured it out! thanks so much for responding though
appreciate it!
it was my workflow i created, remade it and it worked
i always seem to ask someone for help when i'm literally a mm away from the solution haha
posting this link for anyone else who has this issue: http://www.netsuiterp.com/2018/12/update-custom-form-field-in-transaction.html
s
Import a single column CSV of your transactions internal ids, on step 2 of the import you can select what form to use - it's hidden under advanced, just doing that import will change the form.