Simple action to change the record type of the record

Question

I am looking for a simple way for the user to change the record type of a record. I would like to know if it is possible to have a button on the page layout for the record that the user is working and for them to be able to press this button and to then change the record type of the record, e.g., case. As a result the page layout would change but more importantly the Process flow would then kick in to manage the record. I need a button/action because this is what users prefer as a way of changing the record

Answer 1

In Salesforce classic you can update the Record Type through a OnClick JavaScript button.

{!REQUIRESCRIPT("/soap/ajax/29.0/connection.js")}

// identify the record
var o = new sforce.SObject("Opportunity");
o.id = "{!Opportunity.Id}";

// make the field change
o.StageName = "Closed Won";

// Update the Record Type
o.RecordTypeId = "XXXXXXXXXXXXX"; //You can also Query the RecordTypeId 

// save the change
sforce.connection.update([o]);

//refresh the page
window.location.reload();

Refer this link for more details on OnClick JavaScript button. http://hometeamconsulting.com/update-records-javascript-buttons/