Renaming “Copy Previous” Button on Purchase Request

Scenario Users wants to rename the Copy Previous button on Purchase Request using the Administrator role. The new label will be seen when creating Purchase Request using the Employee Center Role. Solution Navigate to Customization > Forms > Transaction Forms Preferred Purchase Order Form: Click Customize/Edit Click Action  Click Standard Actions Auto Fill: Label: Enter Label Example: Copy Previous Record Note: The Copy Previous button is also called Auto Fill. This button… Continue reading Renaming “Copy Previous” Button on Purchase Request

Store Form with Record

When a User changes a Custom Form on a record, the Custom Form will revert back to its original Form when saved. To solve this issue: Edit that custom form Enable the checkbox “Store Form with Record.“ Click Save