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Sabrina Oliveira 3
Is it possible to display only some of the active record types depending on the parent record type?
Hello,
I have 2 parents record types (Contact):
I'm using a validation rule, but it's a big form and users will only get the notification that are filling out the wrong form when they save, after all the filling work.
I have 2 parents record types (Contact):
- Physical Person
- Juridical Person
- Physical Pre Form
- Physical Form
- Juridical Pre Form
- Juridical Form
I'm using a validation rule, but it's a big form and users will only get the notification that are filling out the wrong form when they save, after all the filling work.
there is no such OOTB Salesforce functionality where child record types are controlled by parent. However in order to achieve your requirement, you might have to consider going with overriding the New button functionality of child object and present them the record type selection screen which are applicable based on parent. That will require significant amount of coding.
Hope this answers your question. If so please can you mark this as the best answer. Thanks
All Answers
there is no such OOTB Salesforce functionality where child record types are controlled by parent. However in order to achieve your requirement, you might have to consider going with overriding the New button functionality of child object and present them the record type selection screen which are applicable based on parent. That will require significant amount of coding.
Hope this answers your question. If so please can you mark this as the best answer. Thanks
No, We can't show conditionaly. for this you need to create lightning component
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh