Defining Preferred Entry and Transaction Forms for Roles
To specify which roles should have this form set as preferred, on the Roles subtab for the form, check the Preferred box for roles that should have this form set as preferred. Preferred forms are selected by default in the Custom Form field when a transaction or record is created.
Note the following about marking an entry or transaction form Preferred for the Customer Center role:
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External forms, meaning forms with names appended with (External), can be marked Preferred for Customer Center roles, but not for other roles. The Customer Center role is available on the Roles subtab only for external forms.
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Forms that are not external cannot be marked Preferred for Customer Center roles.
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When a nononline order form is marked Preferred for Customer Center, it is saved as the form for the order. However, an online form is not saved as the form for an order, even if it is preferred. Instead, the preferred nononline order form is used.
You can also define preferred forms from the Manage Roles page. Restrictions to a form must be defined from the Manage Roles page. For more information, see Setting Default Forms for Roles.