function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
prasad@s.ax832prasad@s.ax832 

Filtering Record Types

I have objectC which has multiple record types.

 

objectA has a picklist that specifies a subset of record types of objectC.

objectB has a lookup relationship to objectA

objectC has a lookup relatonship to objectB

 

So when I am creating an record of type objectC from a related list in objectB, i want to restrict to the record types to the ones listed in the picklist in objectA.

 

Can some one please suggest how to achieve this?

 

Thank you.

b-Forceb-Force

Its is not possible to achieve this by standard configuration, you need to go for some customization

 

here are the steps

first override  the New related list button for ObjectB with execute Javascript as content

form new URL which will contain RecordType ID info and then redirect to edit mode of ObjectC

pass selected recordType id in url parameter as follow 

 

https://ap1.salesforce.com/a00/e?RecordType=012900000005V68&ent=01I900000009lev

 

hope this will help you

Thanks,

Bala