Sunday, March 17, 2019

See the Custom Form Used even when the Record is in View Mode

Sample Use-Case: Some of the users do not have Edit permissions when viewing transaction records such as Purchase Orders and Sales Orders. However, the said users would need to see the Custom Form used as each form has a different process.

1) Create Custom Field that will contain the Custom Form value. Sample screenshot of Custom Field created via Customization > Lists, Records, & Fields > Transaction Body Fields > New below:
Type: Free-Form Text
Display Type: Inline Text

Store Value: Unchecked

2) Create User Event Script with the following 'Before Load' script:

3) Deploy the said User Event Script to the Record Type where you want to view the custom form. Sample screenshot of Script Deployment created via Customization > Scripting > Scripts > New below:

NoteIf unfamiliar with scripting, see Answer ID 19194 for an Overview of creating scripts 
 This is an alternate solution to Enhancement 248850 Custom Form field > ability to see the Form used even under View mode