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Mojtaba NasiriMojtaba Nasiri 

How to set Different Field Labels for Different Record Types.

Hi Pros.

 

i have created too record Types of Customer and Prospect on  Customer (renamed Account) Standard Object.

when ever i create a new record, i have the option of selecting either Prospect or Customer.

i was wondering if i can reflect the same title and field label when when ever i create different record type.

for example, when ever i select the prospect record type, i would like the field label to be prospect name (Currently customer name) and i would like the title to be New Prospect (Currently New Customer).

 

i appreciate if anybody can help me regarding this.

any coding or non coding suggestions are more than welcome.

 

best regards,

Mojtaba 

sau_2010sau_2010

Hi,

          what i have understand from your question that if u will assign recordtype with different  Page layout than u can change your field label.
frederic baudaxfrederic baudax

Hi,

 

This is not possible, labels do not change dynamically. One solution would be to use generic labels, in your customer's record type settings only add options related to customer and idem for prospect's.

 

And for the Name field simply keep the "Name" part.

 

In this case (only an example):

Field label : Status

customer record type list

  • New customer
  • VIP customer
  • Ex-customer

Prospect record type list

  • New prospect
  • Old prospect
  • Abandoned prospect

 

Hope this help.

Kr,

Fred