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Home/ Questions/Q 6997813
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Editorial Team
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Editorial Team
Asked: May 27, 20262026-05-27T20:19:52+00:00 2026-05-27T20:19:52+00:00

I added a custom form to my opportunity entity so now I have the

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I added a custom form to my opportunity entity so now I have the default “Information” form and now my new custom form.

I have changed the order using the “form order” dialog to change my custom form from top to bottom.

No matter how I rearange this, the new custom form shows by default.

What is causing this and how can I change it?

UPDATE:
I have discovered that the forms are showing in the correct order BUT once a form is selected it becomes the default view on a per user basis.

So any user that has not used that entity before will have the default form. Once they switch the other one now becomes default for that user only.

I would just like to hide the other form in the dropdown list, which I will attempt to do with JS.

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  1. Editorial Team
    Editorial Team
    2026-05-27T20:19:52+00:00Added an answer on May 27, 2026 at 8:19 pm

    I have discovered that the forms are showing in the correct order BUT once a form is selected it becomes the default view on a per user basis.

    So any user that has not used that entity before will have the default form. Once they switch the other one now becomes default for that user only.

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