Here is how to implement the workflow:
WORKFLOW SUMMARY
-Basic Information-
Name: SO Change Custom Form
Record Type: Transaction
Sub Types: Sales Order
Execute as Admin: Check
Release Status: Released
-Initiation-
Event Based
On Create: Check
Trigger Type: Before Record Load
WORKFLOW STATE
-State 1-
1. Set Field Value (Action 1)
Trigger On: After Field Edit
Client Fields: Customer
Condition: Customer = John Doe (or any other Customer you want to be associated with the Custom Form)
Field: Custom Form
Value Selection: Custom Sales Order 2 (or any other Custom Sales Order Form you want for that Customer)
2. Set Field Value (Action 2)
Trigger On: After Field Edit
Client Fields: Customer
Condition: Customer != <Customer set on 1st Action>
Field: Custom Form
Value Selection: <Other Custom Sales Order Form set on Action 1>
Right after you created the workflow, navigate to Transactions > Sales > Enter Sales Order. Then on the Customer drop-down field, select John Doe (or any other Customer you want to be associated with the Custom Form). The Customer value will remain on the form when it is reloaded but the other field values will be cleared out.
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