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

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2
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1answer
12 views

Detail List Button - need to define record type

I have two custom objects: **Cov__c** Risk__c: Picklist (Terr, Prop) **Add__c** Cov__c (Master Detail Lookup) I have created a detail button for Add__c, which I want to make visible on the ...
0
votes
1answer
27 views

picklist value filters in list view showing all values despite record type

I have set a support process with different values for a picklist field based on record type. RT x shows only values 'a', 'b' and 'c' for field__c and RT y shows only values 'aa', 'bb' and 'cc' for ...
0
votes
1answer
34 views

Choose record type based on picklist value

I have a custom object Cov__c and I have a picklist on that object Risks_c. I have another custom object Address__c, which is a child of Cov__c. I have two record types for Address__c because I need ...
0
votes
0answers
10 views

Salesforce 1 new event don't show the record type selection

When I set up record types for the event , I can choose my record types from the desktop , however when I test the salesforce 1 , after I click the new event button the app directly jump to the edit ...
1
vote
2answers
21 views

Different Page Layouts from picklist

I am trying to create 2 different Page Layouts depending on picklist. For example. 1.If One value from that picklist is selected Active or Active with Dev. Work Only Then the section Publisher ...
0
votes
0answers
15 views

How to Contact Record Type based on updated Campaign Member Status value?

We often need to access a different mix of fields for different steps our process -- steps we have reflected in the Campaign Member Status field. As a result, I'd like to trigger a record update in ...
1
vote
1answer
22 views

Which permission is required to edit Record Type field?

Which permission is required to edit Record Type field on a object?
3
votes
5answers
196 views

How do you use the developers Name instead of hard coding RecordTypeID? Thanks!

How do you use the developers Name instead of hard coding RecordTypeID? Thanks!
3
votes
1answer
47 views

Test Class not covering the execute method

This batch class is to set the recordtype when it is null. global class ContactBatch implements Database.Batchable<SObject> { global String query; global Database.QueryLocator ...
2
votes
0answers
33 views

Get Stages for Particular Opportunity Record Type via REST

So I need to get the Stages for a specific Opportunity Record Type (as defined by the associated Sales Process). Now I can get it by calling for the describe layout action on that record type and ...
0
votes
2answers
31 views

Batch class to set the recordtype

This batch class is created to set a recordtype to the records having NULL recordtypes. But it throws an error FATAL_ERROR System.NullPointerException: Attempt to de-reference a null object in line ...
1
vote
0answers
38 views

Cannot assign default record type ID to a new record

Using the SObjectDescribe mechanism to find record types I find that the Default Record Type ID for my SObject is the Master Record Type ID (012000000000000AAA). If I try to insert a row with this ...
4
votes
1answer
43 views

How do I distribute Record Type Assignments when packaging Permission Sets?

I'm trying to create a Managed Package that relies entirely on Permission Sets. No profiles! In my head, Profiles are really "owned" by each org administrator. One needs serious justification to ...
2
votes
0answers
19 views

Implementing WorkBadge History for Apex/VisualForce

What I would like to accomplish is create a visual force/apex page that show's how many times someone has received a specific work badge on salesforce, such as the "Thank You" badge. It's similar to ...
2
votes
1answer
41 views

What might be causing our opportunities to change record type?

We use several opportunity record types. Recently we have the system change a few of the record types from one to another, possibly as a result of a workflow field update (just guessing on that). ...
0
votes
1answer
57 views

By Pass RecordType selection when creating new Case

I create one link named Submit Case to bring the user to the new Case.The requirement is user do not want to go through RecordType selection, they want the link bring them to the new Case page with ...
0
votes
0answers
20 views

How is the affect for reports after data type change on a filed?

I changed some field's datatype from number to currency. But when I create a report it will shows both before converted fields and after converted fields using converted suffix. Please let me know how ...
0
votes
0answers
42 views

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 ...
0
votes
1answer
44 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: ...
1
vote
0answers
34 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 ...
2
votes
1answer
232 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 ...
1
vote
1answer
217 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
5
votes
2answers
115 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 ...
0
votes
1answer
27 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
votes
1answer
50 views

Programmatically Create Record Type

Is it possible to programmatically create a record type in Apex to be used in a test?
0
votes
0answers
47 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 ...
1
vote
4answers
94 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(), ...
0
votes
1answer
56 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 ...
1
vote
2answers
85 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 ...
1
vote
1answer
63 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 ...
3
votes
1answer
154 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 ...
2
votes
2answers
150 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 ...
2
votes
0answers
59 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 ...
0
votes
0answers
45 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 ...
0
votes
1answer
68 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 ...
2
votes
1answer
58 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?
1
vote
0answers
24 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 ...
2
votes
1answer
95 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 ...
1
vote
1answer
50 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
votes
2answers
914 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 ...
1
vote
1answer
43 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 ...
5
votes
1answer
109 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 ...
1
vote
1answer
55 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). ...
1
vote
1answer
34 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 ...
0
votes
2answers
1k 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. ...
2
votes
2answers
167 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
votes
1answer
124 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
votes
1answer
166 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 ...
1
vote
0answers
71 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 ...
5
votes
1answer
391 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 ...