Allow Default Custom Form Selection for Project Expenses | Community
Skip to main content
_Manish_Singh
Level 9
June 7, 2024
New

Allow Default Custom Form Selection for Project Expenses

  • June 7, 2024
  • 0 replies
  • 208 views

Currently, every time an expense is logged, the user must manually add the custom form (see image below). This additional step can often be overlooked, leading to inconsistencies and incomplete data entry.



I suggest a feature within template settings that allows users to select a default custom form for expense logging. By doing so, the selected form should automatically be applied whenever a new expense is logged.

Questions related to this topic:
1) I have a custom form for Expenses. I can add it to... - Adobe Experience League Community - 505669
2) I have created custom expense forms that I need to... - Adobe Experience League Community - 467492