Set a Preferred Custom Form as the Default form for FAM Asset Records

Scenario – A custom asset form has already been created and the ‘ FORM IS PREFERRED’ checkbox has been marked. However, on opening the asset records, the standard form is shown as default.

Check the preferred forms for roles in the FAm asset custom record.

1. Using Administrator Role, navigate to Customization > Lists, Records & Fields > Record Types
2. Click on FAM Asset
3. In the Custom Record Type page for FAM Asset, click Permissions. In the Default Form column, Standard FAM Asset Form is selected for the Roles. Thsi is because at the time of bundle installation, only the standard form was available.

Allow the custom form to default when creating the Asset Record:

1. Using Administrator Role, navigate to Customization > Lists, Records & Fields > Record Types
2. Click FAM – Asset
3. In the Custom Record Type page for FAM Asset, click Forms subtab
4. Click Edit beside the custom form you want to be set as Preferred. You will then be directed to the Custom Entry Form page
5. Click Roles tab
6. Click the Preferred checkbox beside the Roles you want the form to default as preferred
7. Click Save