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Jay reddy
Automatically setting the record type of a detail object based on the record type of its master object
For instance, we have "Custom Object A" and "Custom Object B" (Master-detail relationship). And Custom Object A has Record Type 'A' & 'B', Custom Object B has Record Types 'A1' & 'B1'. So, whenever I create a custom object 'A' record with record type 'A' and try to create a child object (Cus. Object B) through related list of Cus. Object A, it should automatically select record type 'A1' of Cus. object 'B' and same with record type 'B1' of cus. object B.
If (Custom Object A's record RT is A ---> Then Custom Object B's record RT should 'A1')
If (Custom Object A's record RT is B ---> Then Custom Object B's record RT should 'B1')
I've tried PB, WF, VR... but doesn't meet my requirement cuz i need the logic to be applied while creating the records of Cus. Object B, not after creating the record (needed to be in ligtning). There's coding solution for this requirement (below is the link) but it doesn't work if we click "Cancel" or "Save & New" button. I really appreciate if anyone could help.
https://force201.wordpress.com/2011/05/21/automatically-setting-the-record-type-of-a-detail-object-based-on-the-record-type-of-its-master-object/
If (Custom Object A's record RT is A ---> Then Custom Object B's record RT should 'A1')
If (Custom Object A's record RT is B ---> Then Custom Object B's record RT should 'B1')
I've tried PB, WF, VR... but doesn't meet my requirement cuz i need the logic to be applied while creating the records of Cus. Object B, not after creating the record (needed to be in ligtning). There's coding solution for this requirement (below is the link) but it doesn't work if we click "Cancel" or "Save & New" button. I really appreciate if anyone could help.
https://force201.wordpress.com/2011/05/21/automatically-setting-the-record-type-of-a-detail-object-based-on-the-record-type-of-its-master-object/
Create a workflow On Custom Object B ...
Rule Custom Object A__r.RecordType=='A'
Field Update : Update the Record type to A
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