This workflow is for setting up a custom form for the purchase order based on Purchase Type.
Example:
Purchase Type: Purchase Type(1) the Custom Form is PO Form A
Purchase Type: Purchase Type(2) the Custom Form is PO Form B
Solution
Customization> Workflow> Workflows> New
Initiation
Event-Based
Event
On create
Trigger Type
Before Record Load
State 1
New Action >Set Field Value
Trigger On Before Record Load
Field: Purchase Type (1)
Static Value: Select the Purchase Type
Condition
Custom Form is any of PO Form A (select the name of the form)
New Action>Set Field Value
Trigger On Before Record Load
Field: Purchase Type (2)
Static Value: Select the Purchase Type
Condition
Custom Form is any of PO Form B(select the name of the form)
New Action>Set Field Value
Trigger On After Field Edit
Triggering Client Field: Purchase Type
Field: Custom Form
Static Value: PO Form A
Condition
Purchase Type is any of Purchase Type (1)
New Action>Set Field Value
Trigger On After Field Edit
Triggering Client Field: Purchase Type
Field: Custom Form
Static Value: PO Form B
Condition
Purchase Type is any of Purchase Type (2)