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

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Record Type - Rename and replace references or create new and update references

Need a bit of advice. We need to change the name of RecordType which is referenced in a ton of places (e.g. Profiles, Apex etc) Which is best Rename RecordType and update references Create new ...
2
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1answer
14 views

Live Agent: set Case Record Type in PreChat doesn't work

I am trying to set some data in the PreChat of LiveAgent, and it works for every detail, except for the caseRecordType: <form method="post" id="prechatForm"> <label ...
2
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1answer
19 views

Best way to set up a Lookup filter for record type on managed package

I have a lookup filter on a lookup field from one Custom Object to another; both objects are within a managed package. Let's assume we have one Object A, with a lookup field lookup__c and another ...
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0answers
15 views

View which fields are used on which record types?

Is there a way, hopefully via SOQL, to view which fields are used on which Record Types? Essentially we use a lot of Record Types and a lot of custom fields and I'd like to review what is used where. ...
3
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1answer
27 views

I want to change the record type of contact if 6 months has passed since 'last communication date'

i have written a workflow rule that will Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria, which eventually will change record type of contact. Rule ...
3
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2answers
79 views

Record Type Validation Rule

I have written a validation rule, which checks whether a certain picklist has a certain value. The reason for this is, when someone changes the record type of account, then the picklist has different ...
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1answer
17 views

Default Record Type when creating record from related list

I'm sure this will be a dumb question, but here it goes. I have two custom objects in a master detail relationship. Credit Applications are the parent, and Credit Decisions are the child. There are ...
2
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3answers
106 views

Record Types Design Structure

I currently have a couple of thousands Contacts in my org. After a long discussion we decided that it would work towards our benefit if we could segment the Contacts into 2 segments: a) Consultants ...
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1answer
42 views

Redirect to Visualforce Page After Record Type Chosen

I am trying to redirect users to a VF page after the record type is chosen when creating a new Case. If a particular Record Type is chosen, the use should be brought to a VF page, anything else ...
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2answers
36 views

Launch VF Page After Record Type Chosen

I am trying to find a way to launch a Visualforce page after a record type is chosen during Case creation. We have a requirement to show different sets of values for one of our Record Types on the ...
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1answer
25 views

Is there a way to remove record type detail section

is there way to remove(through configuration) record type detail section from the record type selection page in new record creation. please refer the attached image.
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2answers
52 views

Automate record type selection

We have a requirement where we have to automate record type selection of child objects based on the record type of master. For example there is an object X (master) with 3 record types (r1,r2 and r3). ...
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1answer
28 views

Formsite.com not mapping the desired record type ID

I am building 4 online submission forms that will create Orders__c in my org. This is my first exposure to creating new forms in Formsite, although I've had to adjust some in the past. I followed my ...
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1answer
24 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
24 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
26 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
36 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
39 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 ...
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1answer
37 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
67 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
31 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 ...
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0answers
30 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 ...
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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 ...
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1answer
42 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
57 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.
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1answer
47 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 ...
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2answers
44 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?
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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 ...
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0answers
31 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 ...
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0answers
67 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
65 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
37 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 ...
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2answers
90 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
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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
41 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
28 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
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3answers
102 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
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1answer
69 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 ...
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0answers
19 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
59 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
94 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
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1answer
55 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 ...
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1answer
64 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
36 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
107 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 ...
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1answer
49 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 ...
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0answers
43 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 ...