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Sridhar BonagiriSridhar Bonagiri 

How to skip record type selection

Hi All,

 

I have tasks object , which has two recordtypes, my question is , when ever a user presses a new button on home tab of this object, he should be redirected to one recordtype only.

 

how to do this.

 

 

Rajesh ShahRajesh Shah

Do you want to skip the record type selection page only when creating task from home page button and not from related list of other objects? If yes, then I do not think any out of the box solution exists.

If no, you can control the record type selection from profile permissions i.e. only allow for one record type access in profile. Then the user will not be directed to the record type selection page.

Sridhar BonagiriSridhar Bonagiri

Rajesh,

 

thanks for your reply.

actually i want to skip the recordtype selection from home page button only.

I already handled this recordtype selection from the related lists.

 

Sridhar B.

Rajesh ShahRajesh Shah

I believe that is because salesforce currently does not allows editing the Home Page Task layout. One solution is to create a VF page which displays related list and then put the VF page on the home page instead of Task Page.

Also there are lots of Idea on Ideaexchange for allowing editing of Task home page. Vote for them.

Sridhar BonagiriSridhar Bonagiri

Rajesh,

 

Thanks for the idea, I also did the same thing by overriding home tab with a VF page.

 

 

Sridhar B.