Scenario: The custom form needs to be restricted based on the user subsidiary. When entering a Sales Order, based on the user subsidiary, need to set the default custom form even if the preferred form is something else.
But even if the conditions are set for the user subsidiary, the custom form is not set. It shows the preferred form.
Solution –
Need to add an extra condition that
Condition = “Custom Form != My_Custom_SalesOrder”
My_Custom_SalesOrder is the one that is need to be set. This is to ensure that the form is not stuck on a loop since changing the custom form causes it to reload and trigger the “Before User Edit” again.
And the workflow trigger must be set to ‘Before Record Load’ The Set field value action trigger must be ‘Before User Edit’.