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I have a workflow creating a quote when opportunity is closed as won but when I open the quote and try to use the project service form (called SOW Submission: Project Information) it rejects me and the regular quote form will load. Is there a way to go from regular form and switch to PSA forms
First thing to try is making sure the field msdyn_ordertype has a value of "Work based" on your quote. Let me know if this alone resolves the issue.
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