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Jingli Hu 3Jingli Hu 3 

Create Child record with record type selection and preset fields?

Hi,

We are trying to have as less code neede for the requirement below. we let user to create child case which include mutliple record types. user will need to select record type first, and based on the selected record type, we would like to display the pagelayout we configure for that record type with some fields value pre-populated. what is the best way to do it with less code?
PriyaPriya (Salesforce Developers) 

Hi Jingli,

For this you do not need to write any code. 

You can do via configuration. 

Refer this link :- https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/create-record-types

Regards,

Priya Ranjan
Jingli Hu 3Jingli Hu 3
Hi, What we want is let user select record type then pre-populate some fields value based on the parent record and redirect to the creation page based on the record type. I believe just purely configuration will not be able to pre populated the fields value. Jingli
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