RE: Sales Order Default Template Changes to Diff Template When Saved/Edited
Anyone had an issue with a Sales Order Template assigned to a role switches to a different Sales Order Template when it’s saved or edited? I have a client who has a SO template assigned to a role and the template is correct when new SO is selected, but when saved/edited the template saves as a different template for a different role.
Is “store form with record” checked on the form definition?
Or are one of the roles restricted to a specific form?
mrev
UPDATE: The issue was related to a random workflow that no one seems to know why it was added. Changed the status to Not Initiating and it solved the problem. Thanks!