Can you set a default value to a lookup field based upon Record Type?
Essentially I have an Object, "Call". This is related to another custom object "Call Type". I have created Record Types on Call which determine the fields displayed to user. The Record Types directly relate to "Call Type" records so I would like to either:
- Automatically assign a value to the Call Type based upon Record Type selection?
- Select the Record Type based upon Call Type selection?
I think I did a render test using a VisualForce, could this be applied to the second option to filter the fields displayed to the user (sounds like more work).
FYI - screenshot of end result process builder http://awesomescreenshot.com/0105bvpv9d