Record types allow you to offer different business processes, picklist values, and page layouts to different users.

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1answer
17 views

Record Type picklist on page layout

I have a custom object having 2 record types. Instead of having to select the record type (on the first screen) before creating the actual record, I want to have it as a drop down on the main page. ...
0
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1answer
15 views

Default Value for a field in one Record Type

I have a lookup field on my Custom Object which has 2 record types. This field is a Master-Detail one While creating a new record for this Custom Object, I want this lookup field to be auto-populated ...
0
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1answer
24 views

How to deactivate record types

It's a funny one. I have removed the record type from user profile, I have deactivate the record type but I'm still seeing them in the record selection. Is there any way to make them disappear from ...
3
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2answers
35 views

(RecordType.name) returning id not name

When i have quering: Select id,recortype.name from plan__c... Its fetching record type id not name. I am working on trigger where i need to update some values on the basis of record type name. ...
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0answers
20 views

How can we display all of the available record types for a Case object? [duplicate]

The Case object and the Case Status field are on a custom visualforce page. Which action we can perform to get the record types in the controller? A. Use Schema.RecordTypeinfo ...
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0answers
16 views

Query to return RecordTypes only available to Profile? [duplicate]

I'm executing a query on RecordType to populate a picklist. The issue is that the query is returning every RecordType related to the sObject, disregarding any Profile settings. As a measure to rule ...
2
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1answer
34 views

Record Type Field Updater on Task object?

I have created an Activated workflow rule that says if a Task's subject contains 'Email:' update the record type field. However, after performing several bcc to email tests, this is not working ...
1
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1answer
30 views

Change the record type to it's previous value

I have an object which has 6 or so record types with its associated page layouts. I have a field in each layout called 'Cancel' which is a checkbox. When the field is checked, the record type changes ...
1
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1answer
62 views

How to display differnt pagelayout for different recordtype while overriding the standard button?

I have 5 record types, I want to display different page layouts for different record Types while overriding the standard "New" button. Instead of writing each page block for each Page layout( record ...
1
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1answer
30 views

How to Navigate to Contact Creation Page

My use case is that I have overridden the 'View' button with a Visualforce page which immediately redirects to either a Visualforce page or the standard detail page based on the RecordType. I would ...
0
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0answers
29 views

Visual Force page to pull back values in custom object

I have been browsing the internet and I have I have now hit a brick wall, and would appreciate some help. Aim – Create a basic visual force page that shows three fields on a custom object. Once the ...
0
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1answer
26 views

Deleting/Deactivate case recordtype

I have deactivated one the recordtype we have and I still see the option when I create a new case i.e. under 'Available cases record types' I deleted it without any issues and it just got rid of the ...
1
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1answer
36 views

Record type profile and page layout setting

I created a new record type and during the process I added it to profiles and assigned the new record type page layout. This was done in DEV. When I move the record type from DEV to FUll sandbox ...
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0answers
44 views

How do I change Record Type in Salesforce1?

I feel I'm missing something simple here. From the UI, I can change the record type by using the "change" link in the view layout. I can't see a way of doing it from the Salesforce1 app.
1
vote
1answer
41 views

Field update on record type is not firing

I have 2 workflows that work on 2 record types. Each record type is associated with a respective page layout which has its own fields. The first record type is 'X' and has a field 'Status' in it. The ...
0
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2answers
43 views

what does auto number data format indicates

In the below screen shot : I would like to understand where does the data format for this record name is used?
1
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2answers
15 views

Which objects are displayed when i click on related lists , during ediing a page layout on any Object?

Which objects are displayed when i click on related lists , during ediing a page layout on any Object? Some times I don't find the objects I am looking for when i click related lists when editing a ...
1
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0answers
27 views

deploying renamed page layout and record types in Prod from FULL

I have recently refreshed my FULL sandbox with Prod. I wish to rename some page Layout and record type name( Label and API name) in FULL. I have added some section to this renamed page layouts and ...
1
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0answers
57 views

Can we create custom visualforce page for recordtype in standard object

Can we assign custom visual-force page to a record type of a standard object.I have two record types for standard object lead.My problem is how to create a custom visual-force for a record-type. ...
1
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1answer
52 views

Entering Record Type into a Visual Workflow Screen element

I am attempting to include Record Type as a field to be filled by the user in a Flow screen. I was trying to enter it as a typical picklist type of dropdown field, and using Picklist Choice as ...
1
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1answer
33 views

Issue inserting Recordtype for object

I am writing a JAVA-application that mainly functions as a CRUD-platform for my employees. On this application, users can manage data from a specific objects. I am using REST-API. Now, here is my ...
0
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2answers
66 views

What are consequences of changing Record Type Name

In my full org I have a record type with label name as ABC and its record type name is ABC_XXX. I also have a DEV org with the same record type names in there. I would like to changes the record type ...
0
votes
1answer
31 views

Hide master record type

In Content Version, I have a record type say 'ABC' which is assigned to profile 'XYZ'. But when I log in as the profile XYZ, I'm getting a field called Record Type with the options 'General' and ...
0
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1answer
36 views

Record type in Content Version Object

I have a picklist in the Content Version object and I have a set of profiles. The values of the picklist must be restricted to each profile that is the values seen by one profile should not be seen by ...
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0answers
26 views

No record type in lead

I don't get to choose record types in lead object even after I created them. They are already activated. Thanks in advance
8
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3answers
83 views

How do I get the intersection of RecordType and Picklist values inside Apex?

Context This question has been asked before in the past and I've found several discussions of it here on StackExchange and elsewhere (links below to pages I've found in my research). So far I'm not ...
3
votes
1answer
66 views

Creating new Custom Object Record; unable to select from 2x Record Types

I haven't encountered this before: I have 2x Record Types (both confirmed Active) on a custom object and both are each assigned to a unique page layout. I double-checked that each page ...
0
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0answers
18 views

Show that value using record type only to one profile “Application system administrator”

Can any one help me out? I have requirement for the Stage field has value called "Closed Lost", which has dependent pick list field Reason lost. Reason lost has value "Dupe opp", we want to show that ...
4
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1answer
57 views

How to stop a picklist from being controlled by record type?

So we have been working with one master record type for a long time, where adding values to a picklist at Object level simply made the values appear automatically where that picklist was used. ...
3
votes
3answers
90 views

How to do operations based on Record Type of an object?

I understand this is a basic question. But how can I make sure that my code progresses further based on a Record Type of an object ? Is this approach okay? 1) Create an Util class with a static ...
0
votes
1answer
57 views

Trigger to update Contact based on specific Account record type

I hope someone can help...? I have this test code that's working on all record types. I would like to modify it in a way that only works on specific Account Record Type and updates fields on all ...
0
votes
1answer
48 views

Changing Page Layout without Changing Record Type Possible? Case or Workflow

I understand that you have to change record types in order the page layout will change. What if your Record Type is important and you dont want it to change. Instead, you just want certain fields or ...
-1
votes
1answer
48 views

Retrieve list of objects records and display them in a VF picklist

I got a object called BUnit__c, this object has two record types (BUnit and Project). There's another object called Project_Portfolio__c which has a lookup field called 'BU_Project__c' to the above ...
2
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0answers
35 views

Generate a list of field types assiged to record types

Im a bit new to Salesforce so maybe this is trivial or maybe im incorrect about some stuff below My end goal here is to provide a report of fields that are available via Salesforce Web (Classic) and ...
0
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1answer
84 views

Help with Record Type Redirect Autopopupate fields

I'm new to apex and I need help with issue below. I have a "New Case" custom button on Opportunity record which allows me to create Case. When clicked on "New Case" button, I can select record type ...
1
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1answer
46 views

How to ensure that article manager use specified values for custom article fields?

How do I ensure that the article manager uses specified values for custom article fields? Which of the following options I should implement? validation rules on article object Make fields required ...
1
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0answers
41 views

default picklist values magick

I have a strange one. Org has an object Test_Object__c with a picklist field Status__c and record types. Default value is set on each record type and profiles are configured to default record type ...
2
votes
1answer
88 views

Dynamic Picklist Values by RecordTypes?

I've searched high and low and can't seem to find any posts or blogs showing how to get picklist values for a particular recordType to use in a custom controller. I can easily obtain the RecordType ...
1
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0answers
40 views

Get Custom Object full Id

I need help with an issue I'm facing. In short, I have created a Custom Object with two Record Types. Then created a tab for it and everything works as expected when creating/editing records. The ...
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0answers
18 views

RecordType change on Person Account, not detected on my Account Trigger

I am trying to detect a change on the record type of my Accounts, through a field OldRecordTypeID__c, that should be updated with the old record type id when a record type change, is detected in an ...
0
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0answers
21 views

Rolling back only some records during the update

I am updating and inserting some records in salesforce, through a SOAP API service. The procedure, corresponds to a simple update or insert to the fields of an Account record. It is required to ...
0
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0answers
26 views

Custom object record type is not changing

I am logged into my SFDC Dev envirement, I have the [Change] next to the record type field on the detail page of my record (custom object). I change the record type, but after saving, I end up with ...
1
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3answers
289 views

Condition on RecordType.Name onClick JavaScript on Custom Button in Salesforce

I am trying this on my Custom JavaScript button IF( '{!Account.recordtype.name}' ='First RecordType'){ // Do Something } ELSE{ // Do something else } and when I click on "Check Syntax" ...
0
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1answer
34 views

RecordType field permissions in Metadata of Profile

I have one doubt -- Let say I have metadata of one profile = "abc.profile" Custom object = "Custom_object__c" Fields in it = Field1__c Standard Field = Record Type Now If I see MetaData of my ...
1
vote
1answer
50 views

How page layout assignments are evaluated

I'm fairly new to salesforce. So please bear with me if this question turns out to be quite basic. I've been doing the migration project from salesforce to Dynamics CRM online and one of the modules ...
1
vote
1answer
108 views

Invalid Cross Reference Key, Record Type ID

INVALID_CROSS_REFERENCE_KEY, Record Type ID: this ID value isn't valid for the user: 012j00000010ALFAA2: [RecordTypeId]: How do I fix the above error? I'm the system admin on this box and I ...
0
votes
2answers
56 views

Understand data model and relation between record types, objects and profiles

Lets assume there is a custom profile "Profile_A", a custom object "My_Object" and there are several record types for that object. I have to find out whole bunch of things, but it boils down to ...
0
votes
1answer
22 views

Different quote layout for different record types

How can i configure that if an opportunity is in record type a when i create a pdf of quote, the layout will be layout a, if an opportunity is record type b, the quote layout will be layout b? Thanks ...
0
votes
2answers
29 views

Changing record types for accounts

Our org uses person accounts and I'm trying to change the record types of a bunch of account records to be person accounts from organizations. However, I can't find a way of successfully changing the ...
0
votes
1answer
31 views

Different page layout in salesforce1

Is that possible to have different page layout for NEW, EDIT and VIEW? i.e; I would like to have specific fields for each layout in salseforce1. For creation of new records, I will have specific ...