Tag: Preferred form

Scenario – A custom asset form has already been created and the ‘ FORM IS PREFERRED’ checkbox has been marked. However, on opening the asset records, the standard form is shown as default. Check the preferred forms for roles in the FAm asset custom record. Using Administrator Role, navigate to Customization > Lists, Records & Fields > Record Types Click on FAM Asset In… Continue reading Set a Preferred Custom Form as the Default form for FAM Asset Records