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

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Send an email : - Error

I created a send an email button for a custom object called 'Application__c', but I was experiencing some issues with filling the related to field, if I exclude it it work fine, but when I'm trying ...
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1answer
11 views

Use different object label for different record type

we had our Account object renamed Customer. now we want to add a supplier object which is really an Account object with a different record type can do. but a record type of customer named supplier ...
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1answer
18 views

How do I translate RecordType descriptions?

Related: How to add RecordType translation to managed package? I know how to translate the Name for a RecordType. How do I translate a RecordType's Description field?
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2answers
30 views

Prevent Child Accounts

I'm trying to determine how to create a validation rule to prevent child accounts being creating on Accounts with an Account Record Type of Vendor. Not sure if the validation rule should restrict from ...
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1answer
24 views

Price Book Record Types

Is it possible to have Price Books associated to different record types and assign these record types to specific profiles in order to have a refined list of price books available to only certain ...
2
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1answer
45 views

Invalid Field RecordTypeId for sObject Asset (Known issue?)

We have created several RecordTypes for Assets. I am building a class to insert them. First I tried my usual approach: Asset myAsset = new Asset( Name = 'Test', ...
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29 views

How to deploy URL encoded picklist values in record types through ant?

In the metadata the picklist definition has the not URL encoded values of: A $100 million+ B $50 - $99 million And in the record types definition the values have been automatically URL encoded ...
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34 views

Recordtype is changing to null

We're facing a pretty serious bug and have no idea what is causing it. Something is causing our opportunity record types to become null. They were a specific record type, and then through the day, ...
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16 views

Need help implementing a complex teacher feedback form in Salesforce

I work for a company that runs educational summer programs as one of our business units. We use Salesforce for lots of other, more typical uses and are exploring its use for student management as well....
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39 views

How can I have the child (merged) Ideas “Status” field inherit the Master Idea “Status” field value when the Master is changed?

On the Ideas Object, how can I get the child Ideas (merged Ideas) to inherit the Status of the Master Idea if it is changed? The Ideas Object does not have record types. I tried to create a workflow ...
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1answer
33 views

How to get the Available Record Types by Profile for a STANDARD Object

I found this post (especially Adam Torman's comment) really helpful in getting to the most elusive element of a profile--which record types are assigned to it for creation: Available Record Type by ...
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2answers
50 views

Record type profile assignments

I created a new record type in a sandbox. Then I moved the record type over to production, and no one can create a record with that record type. In setup>opportunities>record types, both are active, ...
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21 views

RecordTypeId is invalid even with SysAdmin profile

Trying to deploy some changes between two sandboxes, I'm facing the following error: System.DmlException: Insert failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY, ID do ...
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25 views

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 ...
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1answer
38 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 for="...
2
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1answer
38 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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16 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. ...
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1answer
38 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 ...
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2answers
119 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
26 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 ...
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3answers
113 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
69 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
43 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
30 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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67 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
33 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
28 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. ...
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1answer
39 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 ...
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1answer
33 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 ...
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2answers
44 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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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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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
48 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
40 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 ...
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1answer
70 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 ...
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1answer
35 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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37 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
29 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
56 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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69 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
59 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
49 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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16 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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32 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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93 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. ...
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1answer
106 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 choices....
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1answer
46 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
127 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 ...
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1answer
37 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 'ABC'....
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51 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 ...