Change default PO form for a role based on condition
I have a requirement where I need to default certain fields on the PO form if the particular PO is created from MRP. I have created a summary field which will result data if the PO is created from a planned order. Now I need to default certain fields only for a role in this case. I was thinking of creating another custom form and defaulting all the fields using a workflow and call it only when the summary field has a value. The defaulting should not happen in other cases.
Please advice on the best approach on this, I am not much proficient in scripting yet.