Form Selection for a Specific View
I like the ability to change which form I see when manipulating data in a particular view. However, is it possible to designate a specific form for a specific view rather than having the default form always come up first and then having to change?
You can select the custom form you would like to see when using a particular view. This is done through the use of Roles. You can create and edit roles by selecting the Roles link under the Admin button at the top of the page next to the TrackVia logo.
The role designer will allow you to select the dashboards, views, and forms that a user is allowed to use to view and edit records. The Views & Record Editing section will also let you designate which custom form you want to use when viewing and editing any record in that view.