Hi there,
I know you can default certain form views based on users and security roles, but I want to do this based on a value selected in the record.
We're going to be using Accounts for customers, prospects, vendors and partners. Vendors and partners have different forms since the data collected is unique to them.
The Relationship Type picklist is required. When the picklist choice is selected - say, Partner, I would like for each time that record options to open up on the Partner form view.
But if you leave it, and go into customer accounts, it should go right back to the default normal view, and not the partner view any longer.
Is this doable with simple configuration, workflows or such? Thanks!
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