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Questions tagged [record-type]

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

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15 views

Adding parameters to custom List button with intermediate record type selection screen

We have a Quote object with Price as the child object. When creating a Price record from parent's related list, we are currently redirected to the standard record type screen. Can we somehow override ...
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1answer
32 views

Check box field on Parent object based on child object record type

I am trying to create a checkbox formula field on Account object. This is to be checked based on the record type and isactive field in another object (say Rel__c Object). These two objects have a ...
8
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2answers
520 views

No such column 'DeveloperName' on entity 'RecordType' after Summer '19 release on sandbox

I am getting the error No such column 'DeveloperName' on entity 'RecordType'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference ...
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1answer
60 views

Unable to customize record detail page with related list hoverlinks with out using detail tag

Currently, I'm working on overriding standard pages to visualforce on case object which has different record types. My problem is overriding standard layout to custom vf page for record detail page. ...
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1answer
14 views

Unable to add specific record type in the criteria while declaring a sharing rule

I have 2 record types: PSP and Closed PSP of the Case object. While declaring a sharing Rule, I am trying to add Closed PSP as a record type in one of the sharing rule. But I am getting the error as ...
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0answers
11 views

Knowledge Article Record Type is not sorted in Classic UI

As per Salesforce document Knowledge Record Type order is random in Classic UI was a known issue wherein the Lightning Knowledge Record Types were not sorted in Classic UI. However the document also ...
3
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0answers
43 views

Get available record types for any user (not just current one) in apex code

We need to fetch in apex code list of available record types for a user provided by its id. We've already figured out how to do the same for current user (e.g. using DescribeSObjectResult....
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1answer
26 views

How can I control which record type is selected by default when creating a new record?

When creating a new record for an object that has multiple record types, how can I control which record type is selected by default? Is this something I was supposed to set when creating the record ...
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0answers
15 views

get records based on recordtypeID and listviewID

I need to get records based on recordtypeid and listviewid but it is returning all records. I don't know where I'm doing it wrong.(it will return records based on listview but recordtypeid condition ...
1
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1answer
96 views

Lightning Web Componets: navigate to the 'new' object page passing in specific record type Id?

I am using LWCs to display lightning cards in a list. The list shows information about Programs. Each Program card has a button, and this button needs to take the user to the 'new object' screen of ...
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0answers
35 views

How to get object metadata like recordtypes entirely clientside in a Lightning Component?

I am working on a Lightning Component and want to create a record using lightning:recordEditForm. using lightning:recordEditForm is great because it allows us to create records without Apex. However,...
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1answer
25 views

How can I find where a Record Type object's field value Pick-list is getting its values from? - Task & Event objects

So far when I'm asked to add a value to a record-type picklist I can go into the field of the object, add the value, and then go into the record type picklist and add it to available values. For this ...
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1answer
21 views

Is it possible to create a picklist of Record Types?

I need to create a picklist on an object, where i can select record types that are filtered by a lookup field. Example: Accounts object has a lookup field for Custom_Object B Account also has a ...
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0answers
19 views

Auto case number based on a specific record type? [duplicate]

We have around 10 case record types. We have one specific record type for our service cases. We want the cases to be assigned an auto case number whenever a new case is created. We do have a auto ...
2
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0answers
31 views

What determines the Person Account Record Type pre-selected when converting a Lead

I am converting a Lead into a Person Account. I have two Person Account record types: Person A and Person B My profile has record type Person A is my default Person Account record type. But when ...
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1answer
45 views

Method to edit RecordType from a Lightning listview

Is there a way to add a button to allow a user to modify the recordType of many items in a list view in Lightning.
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0answers
15 views

Record Type field not visible for portal users when running a report

When running a report as a portal user, i cant see the Record Type field. The field also has no effect on Filters nor can it be added as a column. admin (OK) community user: (NOK)
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1answer
204 views

I want to set record type while creating record in lightning component through e.force:createRecord. But I am not able to do so

I want to set record type while creating record in lightning component through e.force:createRecord. But I am not able to do so. I tried using custom label and even I tried hardcoding still It is not ...
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0answers
89 views

Unable to fetch recordTypeId in lightning component

I am unable to fetch recortype in lightning component. Can anyone help me tell where is the issue Code for component <aura:component controller="EMTEventCreationWizardController" implements="...
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1answer
20 views

Updating RecordType Id - importing data

I have exported data from production in .csv file, now I'm trying to import data to sandbox and I'm running into issue where RecordType.Id is not same as in the sandbox. How should you go after ...
2
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3answers
170 views

How to load recordTypes using dataLoader based on their names and Not their Ids?

I am trying to load some (FinServ__ReciprocalRole__c) data using dataLaoder. This data should be imported to many environments (sandboxes and scratch orgs). Given that the RecordType ID is not the ...
1
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1answer
53 views

Error when converting a Lead record

When converting a Lead record the following error message is displayed: System.DmlException: Insert failed. First exception on row 0; first error: INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST, bad value ...
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1answer
20 views

recordtypeid web2lead form not saving correct

I have the following web2lead form where I add a recordtype. On submit it still generates a default lead recordtype. Am I missing something? <META HTTP-EQUIV="Content-type" CONTENT="text/html; ...
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0answers
26 views

Implement a Counter to track records by record type [duplicate]

I have an object called 'Protocols' with 5 record types that will produce 5 types of documents. For each type, I need to track the number of documents that have previously been published, e.g. ...
1
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2answers
55 views

How to allow edit access to for certain record types only

I need all user to be able to see all opportunities. However, Department A should only be able to edit opportunities assigned to 3 record types (x,y,z) and Department B should only be able to edit ...
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0answers
28 views

How to assign different record page layouts to different record types in Salesforce Partner Communities

first a little bit of context, I work as an intern for a company that builds systems using Salesforce, and I've been amazed at how much is possible with this platform. I've already built an internal ...
2
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1answer
158 views

Lightning Refresh Console Tab to New Record Type Flexipage

I have a different lightning flexipage intended for different record types. When I click a button on the page it changes the record type (using apex). When I get back from the action I want to refresh ...
1
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1answer
52 views

RecordType name in IF

I am struggling with how to select record type in Apex. I have been given some examples, but I still don't get it - sorry if it already has been answered somewhere - I am very new to this, so I guess ...
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0answers
39 views

Lead conversion in unit test with wrong Account Record Type

I have an Inbound Email Handler that automatically creates a Lead and converts it. The Record Type for the corresponding Account is correctly set to the default Account Record Type that is configured ...
0
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1answer
36 views

Hide a Field in junction object

In Account Object, I have 2 different record type - type1 and type2. There is a Junction Object call Associated Location between Locations and Accounts and I want to hide a checkbox field in ...
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1answer
25 views

Record type behavior not working on edit record layout

I have one question regarding Salesforce Record Type. I have two different user profile. Admin Manager I have created record type for both users in which I control the status field (Picklist Value). ...
0
votes
1answer
29 views

Change record type in Apex using the info from client-side lightning

Is it possible to change a record type in Apex using the info from client-side lightning? Here is what I am trying to do. In client-side: const contact = { RecordType: { Id: ...
6
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2answers
79 views

Revoke access to delete a specific Account record type

I have this apex trigger that revokes access to users from deleting all Accounts. I was wondering how to improve it to ignore or allow certain record type. The use case is, I want to allow users to ...
2
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1answer
140 views

Composite Api Objects and Referencing RecordTypes

Is there anyway to reference an account recordtype by Name when creating an account using Composite API which has recordtypes? I am hoping there is a way so I don't need to do a get request to get a ...
2
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2answers
112 views

Errors after Namespace Addition for Managed Package

I am about to create a new managed package on top of Financial Service Cloud and I noticed I get errors on my test classes after adding the namespace. I tried copying a line and run it on dev console. ...
0
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2answers
37 views

Visualforce page is not redirecting to specific VF pages with associated record types

For Account, we have few record types. we want to have the related vf page displayed when a specific record type is selected. However, upon selecting a record type, the below vf page is not directing ...
2
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2answers
387 views

RecordTypes, Dependant Picklist values within Lightning Components

We have built a Lightning Component for displaying OrderLines__c (custom object). Since we need to utilize picklist values we could not use the lightning:datatable. I found a great guide on sfdcmonkey....
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1answer
39 views

Validation rule for record type is not working

Below validation rule is not working. I want to check the record type contains R/O. If No only the user can edit the particular filed. AND( NOT(CONTAINS($RecordType.Name , 'R/O')), ISCHANGED( ...
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2answers
68 views

How to set the RecordTypeID

Im trying to set the RecordTypeId of a contact to a certain value if the contact was created by a specific user. Im getting the error: A value cannot be stored to RecordTypeId in type Contact. ...
1
vote
1answer
93 views

How to overcome the lack of record type in opportunity Product?

I have a custom field in Opportunity Product called 'Unit of Measurement' and what I am trying to do is, show one value "Meter" as the default for users of one profile and "Square foot" as the ...
1
vote
2answers
105 views

setting RecordType in Test Coverage

I am having trouble on a test that is setting a record type. I believe I am setting the record type the correct way, the test is passing, but my test coverage is telling me that no record type was set....
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votes
1answer
20 views

Based on Recordytype-selection i need to show or hide some values in standardcontroller and extension

When i change the record type value(technical or no technical) , i need to hide/show email__c, isClassTeacher__c and i need to show filtered picklist values based on record type selection for the ...
0
votes
1answer
21 views

Query Access for Group, Group Member, RecordType, UserRole

What permissions / controls, if any, are there to control whether a user can query group, group member, recordtype, or user role? If they are not a member of a group (role, group), can they query all ...
3
votes
0answers
374 views

getRecordTypeInfosByDeveloperName doesn't work with duplicate Developer names

Our product comes with a couple objects including RecordTypes. In our customer org I'm adding some RecordTypes and experienced, that I can give them names that the packaged types already have. So now ...
2
votes
1answer
193 views

Restrict Auto case-number field to specific record type

I've a custom auto case-number field for one of my case record type (Quality Report). Every time a new case is created, the auto case number is generated (ex: QR-1287). However, the auto number field ...
0
votes
2answers
254 views

Record type showing NULL in trigger

I have to trigger some actions for records of a certain record type. When doing this via trigger and getting the record type value of the record in the debug statement I am receiving NULL, which is ...
1
vote
1answer
54 views

getting Record Type Description

What is the best way to get the Record Type Description to display in a page? public class AccountRecordTypes { @AuraEnabled public static Map<String,String> ...
0
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1answer
47 views

Salesforce SOAP API doesnt have setRecordTypeId method when using enterprise WSDL

I am using SOAP API to post leads in salesforce i want leads to be of specific record type but im not getting any option to set the record type of lead.Please Find code below. ...
1
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1answer
181 views

Record Type Label (.name) Translations not appearing in Formula Field or Query Results

I have an object, Loan_Transaction__c, where some (but not yet all) Record Types have a translation in Translation Workbench. For example, the Record Type with DeveloperName "Payment" has label value ...
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votes
1answer
420 views

How can I set the Account Record Type for Lead conversion?

I have a Lead that is automatically converted using a trigger. The default Record Type for this profile is Person Account and it works as expected. Now I need to explicitly set the Account Record Type ...