Change Custom Invoice Transaction Forms per class via Workflow

 Requirement to change the Invoice Transaction Form depending on the Class

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   • Name: Enter Set Invoice Form
   • Record Type: Select Transaction
   • Sub Types: Select Invoice
   • Execute As Admin: Enter Checkmark
   • Release Status: Select Released
   • Keep Instance and History: Select Always
   • Enable Logging: Enter Checkmark
   • Initiation: Select Event Based
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Set Field Value
8. Basic Information:
   • Trigger On: Select Before User Edit
9. Condition: Click Launcher icon
10. Use Expression: Enter Checkmark
11. Field:
    • Select Class
      • Compare Type: Select any of
      • Selection: Select Class A
      • And/Or: Select And
12. Field:
    • Select Custom Form
      • Compare Type: Select none of
      • Selection: Select Custom Form A
13. Parameters:
    • Field: Select Custom Form A
14. Click Save.

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