I have 2 recordtype that name is QualifyOpp_Type and another one is DiscoveryOpp_type. When my stagename(this is picklist) is change from Qualify to discovery then change the record type to DiscoveryOpp_type and corresponding page layout from workflow. how to do this.


Create a workflow rule with rule criteria as formula evaluates to true Add this formula.

    ISPICKVAL(stagename, "discovery")

Add a field update workflow action. Specify the fields.

Field to Update **Opportunity: Record Type**
Field Value **DiscoveryOpp_type**

Page layouts will be automatically change according to record types.

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