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We have a scenario where when a user is looking up for a organization it should only look for External Org records which was acheived by Lookup filter in Lightning.

The challenge is when there is no record available then user should be able to Create new one but when they select + New it should allow only External Record type view for the user.

Since Iam new iam not sure if we can acheive this in Lightning for now.

Please find the print screen When the user clicks New record from the lookup lightning field. enter image description here

It popups screen with available two record types but we have to reduce it to one. like ony External Org. enter image description here

Please advise.

Thanks

  • You can try with revoking access of record type for user's profile. – Dhanik Lal Sahni Jun 26 at 6:24
  • But if same user try to create organization from other button, then you want this external record type ...right? – Ayub Jun 26 at 6:32
  • @DhanikLalSahni if we revoke access than it will apply on all places. I want to restrict only to that lookup fields New record creation. – Samuel Robert Jun 26 at 8:20
  • @Ayub that is right – Samuel Robert Jun 26 at 8:20

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