Placeholder

Customer Forum

Why isn't my Organisation form layout applied?

Workbooks Support Posted: 2011-12-15 11:52

Why isn't my Organisation form layout taking effect?

I've published and saved the form layout, but when I open an organisation record my custom form layout is not applied

Workbooks Support Posted: Thu, 15.12.2011 - 14:05

Which organisation are you opening?  Is it your own organisation?  You can check this by going to Start > Configuration > AccountingOwn Organisations.

What happens if you open a normal (not an own) organisation?  If the layout works this issue is probably caused because you're opening the Own Organisation record, not a standard organisation record.

Own Organisations are special.  They are linked to currencies and have an operational impact on how Workbooks functions.

Also ensure the form layout is published (checkbox ticked) and saved.