Designating a Custom Form as Preferred
Every custom transaction type has a default preferred form, which is displayed for roles without a set preference.
To set a default form for roles that don't have their own preference, use the following procedure. For help designating a form as preferred for a particular role, see Defining Preferred Forms.
To set a custom form as preferred:
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Display a list of the existing forms by doing one of the following:
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Go to Customization > Lists, Records, & Fields > Transaction Types, and click the name of the appropriate transaction type. Then click the Forms subtab. The system displays a list of the existing forms for this transaction type. The list includes the standard form for the transaction type and any custom forms that have been created.
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Go to Customization > Forms > Transaction Forms. The system displays a list of all existing transaction forms.
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Locate the form that you want to designate as preferred. In the Preferred column, check the box.
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Click Save.
For information about configuring custom forms, see Configuring Custom Forms for a Custom Transaction Type.
For full details about editing and creating custom transaction types, see Creating a Custom Transaction Type and Editing a Custom Transaction Type.