+ Start a Discussion
Mike_EMike_E 

Is it possible to create two different tabs for the same object by recordtype?

Is it possible to create two different tabs for the same object by recordtype?  (using the declarative interface and not building a Visualforce page with a custom controller).

 

I'd prefer the user to not have to select the record type upon creating a "new" record.  I understand that the recordtype can be set on the user profile.  If I must take this approach, then how can the user override their "default" record type?  It appears that if you don't set the default recordtype the user must select it everytime.  If you do set the default recordtype, then the user can't ever change it.  The user needs access to the secondary record type only about 5% of the time.

Best Answer chosen by Admin (Salesforce Developers) 
Mike_EMike_E

I understand conceptually what you are advising.  I tried and can't seem to "figure it all out".  When create a custom button on the object, the choices (Visualforce page, Java script, etc.) don't seem to be very intuitive.  I've tried to create with a URL and then using the !System actions to specify MyCustomObject.new, but, that doesn't seem to work for me.

 

If you could offer some more explicit direction, I'd be most appreciative

 

Thank you.

All Answers

werewolfwerewolf
You can't make a separate tab for a record type, but you don't really need one either.  Have you considered just making a custom button that says "New <other record type>" and having it default your object with that other record type?
Mike_EMike_E

I understand conceptually what you are advising.  I tried and can't seem to "figure it all out".  When create a custom button on the object, the choices (Visualforce page, Java script, etc.) don't seem to be very intuitive.  I've tried to create with a URL and then using the !System actions to specify MyCustomObject.new, but, that doesn't seem to work for me.

 

If you could offer some more explicit direction, I'd be most appreciative

 

Thank you.

This was selected as the best answer