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Phillip MoseleyPhillip Moseley 

Formula To Change Quote Record Type

Trying to create a formula at the Quote object that will change the record type based off field at opportunity being poplulated.

If opportunity field (Sales Ops Review Date is not null) then change Quote Record Type to Non/Post Approval

I also think we would need one for the opposite which would be If Sales Ops Review Date is null, then Quote Record Type should equal Pre-Approval.

Thanks for any help that can be provided.
KaranrajKaranraj
You can't update the recordtype using formula field, for your scenario

1. Create a trigger on opportunity object
2. Check your condition in the trigger, if it matches then fetch all the quote record related to that opportunity recorrd using soql query
3. Update all the quote record with the new recordtype 

To know how to write trigger check this salesforce trailhead https://developer.salesforce.com/trailhead/force_com_programmatic_beginner/apex_triggers/apex_triggers_intro