Sunday, December 23, 2018

Set Custom Form Depending on constant value via Workflow

Changing the Custom Form causes the page to refresh and trigger all before record load and page initialization customizations on the record. Because of this, setting the custom form via Workflow depending on a value that will not change will cause an infinite loop. To get around this, users can add a condition that references the Custom Form to be used so that after setting it, the Set Field value action for the Custom Form will no longer be triggered:

Sample:

   Trigger On: Before User Edit

   Condition:

      Custom Form != {desired form}

   Parameters:

      Field: Custom Form

   Value:

      Static Value: {desired form}

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