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Sean Cunningham 1 Opportunity Record Type Dependent on Account Record Type
Hi,
I have a requirement to make it so that users can only select a certain Opportunity Record Type depending on what the Account Record type is. We have 3 Account Record Types: Prospecting, Sales Pipeline and Onboarding. I need these 3 Account Record types limited to the following Opportuinity Record Types:
(Acount Record Type) - (Oppportiunity Record Type)
Prospecting - Original, Expansion
Sales Pipeline - Upsell
Onboarding - Customer, Upsell
I know I need to write an IF statement for each picklist value, but I'm running into trouble when trying to bring in the second variable (Oppportunity Record Type).
Thanks!
I have a requirement to make it so that users can only select a certain Opportunity Record Type depending on what the Account Record type is. We have 3 Account Record Types: Prospecting, Sales Pipeline and Onboarding. I need these 3 Account Record types limited to the following Opportuinity Record Types:
(Acount Record Type) - (Oppportiunity Record Type)
Prospecting - Original, Expansion
Sales Pipeline - Upsell
Onboarding - Customer, Upsell
I know I need to write an IF statement for each picklist value, but I'm running into trouble when trying to bring in the second variable (Oppportunity Record Type).
Thanks!
Make a custom lightning component and override it with the statndard New button on Opportunity.
With the record-type value on Account selected, the recordtype selection can be performed on the UI.