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Please help me writing a validation rule for record types.

Hi,

 

I have a custom object SCHEME for which i have Record types standard and Additional and i have a picklist field TYPE(in both the record types) values in picklist field "TYPE":- 1> mechanics 2> reborer 3> mechanics + reborer

 

ON the scemes we have SCHEME LINE ITEMS related list. 

 

Which has record types: 1> mechanics 2> reborer 3> mechanics + reborer

 

So if i select the mechanics in the TYPE(picklist value in SCHEME) than the SCHEME LINE ITEMS record type for the reborer and mechanics + reborer should not be selected i.e only record type of scheme line item should be selected for which we have a picklist value in scheme.

Starz26Starz26

Unless you override the new button and create a custom visualforce page to handle the record type selection based off of the chosen option on the parent, I do not believe you can controll what appears in the record type box of the standard select to this level of detail.....

 

You could use a validation rule, I guess, but you would be allowing your user to enter all of the data and then they will be told they have to go back and pick a different record type thus loosing all their data entry...no best practice IMHO.

Josephadm401Josephadm401

Well, theoretically, you could easily create a custom button for the related list that chooses the requested record type automatically using a URL hack. (On the back end you might have to throw in a formula that returns text values of the record type id's, but that should work alot easier). Let me know if you need help. Good luck!

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Thanks!!

 

what i want now is if i select any record type in "SCHEME" ....than if i select new SCHEME LINE ITEMS ...it should also reflect the same record type as of scheme.

 

i.e RECORD TYPE of SCHEME = RECORD TYPE of SCHEME LINE ITEMS

Starz26Starz26

Ok, now that is eaiser. Your first post sounded like there would be multiple options for a given recordtype.....

 

If there is only one recordtype of the child item (i.e. if Master = A then child always = B)

 

Here is a command button that I wrote to do just that:

 

<apex:commandButton styleclass="avoidMe"  value="New Account" title="Test" action="{!URLFOR($Action.Account.New, null,["p3" = "012A0000000gqsUIAQ","save"=1],true)}"/>

No you can convert this to anything you want. For me, it was used on a VF page. The styleClass was used to NOT hide the button as I had CSS hide all buttons ont he page to be able to hide the standard New button from salesforce in a list view.

 

The important part is the "p3" as that is the parameter for the recordtype. You can ad code to find the record type but in this case I just hardcoded it....(not best practice)

 

I hope this is a start for you...I am not the best at Javascript which is what you will have to convert this to in order to override the button without VF