Setting default invoice transaction form for invoices creating from Invoice Sales Orders page

We can set a specific Custom Form for Invoices that are created via the Invoice Sales Order page using Workflow. 

1. Navigate to Customization > Workflow > Workflows > New 

2. Basic Information: 

• Name: Enter Name 
• Record Type: Select Transaction 
• Sub-Type: Select Invoice 
• Execute As Admin: Enter Checkmark 
• Release Status: Select Released 
• Keep Instance and History: Select Always 
• Enable Logging: Enter Checkmark 

3. Event Definition: 

• On Create: Enter Checkmark 
• Trigger Type: Select -All- 

4. Click Save 

5. Click State 1 

6. Bottom right corner: Click New Action 

7. Click Set Field Value 

8. Basic Information: 

• Trigger On: Select Before Record Load 
• Context: Select User Event Script 
  9. Parameters: 

• Field: Select Custom Form 
• Value: Select Static Value 
• Selection: Select the Desired Custom Form 
• Click Save