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

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VF page that displays links to stored files

I would like to have an object hold files (pdf's, docs). I would like to have a VF page query this object for all records and display a link to download each of these files. I would like that same VF ...
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1answer
30 views

How can I get a metadata from APEX RESTful service?

I'm a front-end developer and my knowledge is little bit in Salesforce. I'm developing single-page application in AngularJS to Visual Salesforce and faced a problem with an error: ...
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19 views

PHP Toolkit: Query to fetch RecordTypeID along with Custom Object

I've a custom object for which I want the RecordTypeIDs returned along with a simple SELECT query. Example: $q1 = "SELECT Id, Name, RecordTypeID FROM Custom_Object__c"; Obviously this doesn't ...
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1answer
39 views

Show record type values as radio buttons on visualforce page

I have two record types on a custom object and I have to show them as radio buttons on the visualforce page and render pageblock tables accordingly.I am unable to fetch record type name and display ...
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1answer
50 views

How to change record type by workflow?

"By changing the pick list field value, trigger the workflow to change the record type id accordingly " how can we achieve this. please help
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2answers
107 views

Comparing arguments - wrong types

I have a custom object with a number of record types. Now, in my controller, I want to write an if statement to check whether the current record is a certain record type. I wrote: if ...
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1answer
19 views

Able to view records, but unable to create particular RT

Just a quick question We have approx. 10 RT on the tasks, not every RT is assigned to a profile. Now I know how to assign record types by profile, however my question is, the users would like to see ...
3
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1answer
43 views

Programmatically Create Record Type

Is it possible to programmatically create a record type in Apex to be used in a test?
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41 views

Take updated field's value from last sibling record

I have a custom object Finance__c which is a child of Contact with fields: Amount__c (Number type), Type__c (Picklist), Balance__c( Formula), and few other formula fields When I create a new ...
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4answers
75 views

Basic Validation Rule not working

I want to create a validation rule where only users with the role “UK: Institutional Team” are able to create cases record type called “Benchmark Change”. My Validation rule is; AND( ISNEW(), ...
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1answer
32 views

Using multiple currency picklist in record type or field dependencies

I have multiple currency feature turned on. And I've added about 5 currencies. Now I'm thinking to limit the currency picklist values in record type of Account object for example. But the picklist ...
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2answers
47 views

Process and record types

We have process in salesforce. 1. Sales Process - Opportunity 2. Support Process - Case 3. Solution Process - Solution 4. Lead Process - Lead Now we have record types and each record type must be ...
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1answer
26 views

Retrieving records filtered by RecordType in SOQL

I've got a custom object Show__c that has three different RecordTypes, including one named 'Regular Show'. Using an answer found in What would be the best approach to get the recordtype id, I'm ...
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1answer
57 views

Record type change through Javascript

{!REQUIRESCRIPT("/soap/ajax/25.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/10.0/apex.js")} var orderObj = new sforce.SObject("Order__c"); var recType = sforce.connection.query("SELECT name,Id ...
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2answers
58 views

Remove Record Type from Chatter Profiles

I want to remove the Record Type applied to a Custom Object. There will be no record types at all. I cannot remove one of the record types because its set to the default for several profiles (in fact ...
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0answers
41 views

Deployment error: You are not allowed to modify record types on Idea

I've got an errors during deployment an existing project which has been developed in dev. org to a fresh dev. org: (Idea.InternalIdeasIdeaRecordType) -- Error: You are not allowed to modify ...
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0answers
28 views

Custom object doesn't have a RecordTypeId field, but has available record types

I have a custom object that doesn't have a RecordTypeId field. I expected the object to have a RecordTypeId field, especially since it has an available record type ("Master"). Am I wrong from for ...
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1answer
34 views

Restrict on creating new Record by Record Type

I am having a Custom object "Service_Type__c". There are 3 record Types : Author, Consultant, Publish I want when record type is "Author", user of a perticular profile can't create a record. It will ...
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1answer
53 views

How do I get the record types that are available to a user

I'd like to retrieve the record types available for an object. Is the recommended way to do this to use the recordTypeInfos collection returned on the object's metadata?
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0answers
22 views

Global Rollout - Record Types Design

We are going building a template for global roll-outs in the near future. It's a service cloud implementation with 3-4 different support processes. Currently we only have 6 different record types ...
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1answer
44 views

How to remove a picklist from a record type?

I have 10 Picklists Available for Editing for Record Type 1. So how do I remove Picklist X from Record Type 1. I have added a screenshot. I can't find the option to remove a picklist from a record ...
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1answer
47 views

Salesforce1 looses the information about the parent Id

I have a custom object with some Record Types. This custom object has an overwritten New page. This Visualforce page works fine on desktop but it don't work within Salesforce1. The problem is that ...
3
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2answers
271 views

How to find current record's RecordType name

I have a requirement where I have to write some logic in an Opportunity Trigger. Requiremnt is , I have find out current opportunity's record type and have to check whether that recordtype name ...
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1answer
33 views

Determine which layout to render for objects having no recordTypeInfo

In a previous question, I had asked how to determine which layout was correct to render for a user, based on the organization's security and the user's profile. The answer was to use record types to ...
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1answer
78 views

How to determine which layout to render

Question: How should I determine which layout to render for an object? From my research, I think this can be done by looking at the RecordTypeId for an object, and then querying the layouts to find ...
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1answer
37 views

What happens when viewing an object that has a record type you don't have access to

I have a custom object named Assessment that has a RecordType field. What happens in Salesforce if I create an Assessment with a RecordType that others do not have access to (based on their profile). ...
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1answer
31 views

Tracking different Contacts

This is one of the requirements and I’m confused with the use of RecordTypes – I have a Contact and I want to track and report on the type of Contacts (Subscriber, Volunteer and Donor). So I decided ...
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2answers
736 views

Custom 'Save & New'- Button with redirect to record type selection page

My custom object has different record types and an overwritten edit page. I want to implement a 'Save & New'- Button on this VF page which redirects my users to the record type selection page. ...
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2answers
132 views

To Record Type or Not to Record Type

Here's my issue: We have a customer object that we sell. we call it "License". There are 2 types of these licenses: Network and Single. Each of these, have it's own record type today. (that's 2 ...
2
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1answer
90 views

URLFOR statement in outputLink to direct to object creation page [duplicate]

So I want to put a button on a visualforce page that when pushed it will redirect the user to a new custom object page. However, this custom object has 4 various Record Types. I can construct the ...
2
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1answer
111 views

SObject row was retrieved via SOQL > without querying the requested field

I am working on a trigger that creates one custom object record (Recipe Sheet) for each Opportunity Line Item associated to an Opportunity. Everything is working correctly except I need to set the ...
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0answers
51 views

Record Type Not Changing

While logged in as the System Administrator and editing a contact, I see the option to change the contact's record type. I click the change link and a new screen is displayed allowing me to choose a ...
4
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1answer
197 views

When is it appropriate to use Record Types?

The documentation for Record Types states: Record types allow you to offer different business processes, picklist values, and page layouts to different users. It seems to me that unless you are ...
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2answers
32 views

Is it possible to make Account Page Specific to any Application

Here is my scenario I have Account Object and I have entirely two different Application. Now i want to make Page Layout specific to the application which I select for the same profile users. I can ...
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3answers
851 views

Autopopulate Lookup Field with Account ID using an Apex Trigger

We have a custom object called Internal_Submission__c with a lookup field called Company__c, I need to have this lookup field autopopulate via an an Apex trigger which would take the AccountID from ...
5
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1answer
132 views

Accessing case information in a sidebar within Service Console

We are using Service Console with multiple case recordtypes, profiles, and roles. Within a page layout we are using the 'Custom Console Components' and linking to a simple visualforce page that will ...
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1answer
219 views

Invalid record type error with Dataloader

I am getting an 'invalid record type' error when trying to update a record type for some contacts. Currently, the contacts are of a a contact record type created by an installed package. We are ...
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0answers
17 views

How do I disable Lead Conversion address mapping for a certain Account record type?

Our Salesforce org has an account record type called Retail Store that represents are retail locations across the US. We have a custom Visualforce page w/ button that is being used to convert leads ...
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1answer
917 views

SOQL - Obtaining Record Type Name

We have several record types in our Case implementation. I am able to get the record typeid only with the following. SELECT Id,RecordTypeId FROM Case If I try this, it is giving me an error. ...
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1answer
32 views

How to auto populate records from another Record Type?

I have two Record Types in Opportunities where one is a child of the other. The fields are exact same in both, and the child can be created from within the Parent Opportunity only. When creating the ...
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2answers
704 views

Dynamically display picklist values based on Record type in vf page

I am having two record type "Record Type 1" and "Record Type 2" on case object. In this two record type we are a having a picklist field call state__c. In Record Type 1 State__c values are "A,B,D" In ...
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1answer
92 views

Getting Page Layout associated to a Profile/RecordType

Is there an object we can query to know which page layout is associated to a particular Profile/RecordType match?
3
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1answer
215 views

issue with workflows creating tasks using default context user setting

I have two workflows in theory, one that creates a task under certain conditions for a user in Department Finance and another that creates in certain conditions a task for a user in department Sales. ...
2
votes
1answer
60 views

workflow rules use old page layout

I have created a workflow that creates a task (activity). The task is assigned to a user. I have two diffferent task record types for task. I have a page layout for each record type. If the worklfow ...
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1answer
157 views

panel not showing in service console for a particular record type

I have a specific Record type for case object. When I see the record of this type in service console, there is Suggested Articles panel which is not populated, while this is populated for all other ...
2
votes
2answers
840 views

Defining record type in Trigger

I need some help, I have the following trigger, however I get the following error message “Error: Compile Error: expecting a right parentheses, found 'Integer' at line 5 column 8” What I am trying to ...
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3answers
281 views

Lead Converted Status

I have some problem, and I hope someone will be able to advice me with that. Organisation have multiple recordTypes, BusinessProcess and Converted statuses for Lead. Did anyone know is it possible to ...
3
votes
1answer
119 views

API call to return picklist values based on RecordType instead of Layout?

DescribeLayout() will give you infomation about the layout and related values, including picklist values. (eg PicklistForRecordType). However, I just want to get the picklist values based on ...
2
votes
2answers
232 views

How to assign different record types to different users of the same profile

I have a scenario: There are two groups of users in the same profile, Group A and Group B. I have two Record Types on a custom object, say R1 and R2. The Record Type R1 is the record type assigned to ...
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0answers
84 views

Creating a new lead with Zapier, not setting Record Type correctly

I'm using Zapier to create a new lead in Salesforce with data from a Fluidsurveys form. It all works fine except the Record Type is not being set correctly and I can't figure out why. Checking the ...