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Synthia B.
Multiple Page Layouts
When a new Plan Year is created, custom object Implementation will have 11 records (Implementation Category), which are created by an apex trigger.
Each category then has it's own set of records which are also created by an apex trigger.
For the Contract/Required Documents category, it's set of tasks should have a different page layout consisting of contract specific details.
I have created Contract/Required Documents page layout and assigned it to the Contract/Required Documentsrecord type however, the layout remain the same for all 11 records (Implementation Categories).
How can I correct this?
Thanks in Advance.
Each category then has it's own set of records which are also created by an apex trigger.
For the Contract/Required Documents category, it's set of tasks should have a different page layout consisting of contract specific details.
I have created Contract/Required Documents page layout and assigned it to the Contract/Required Documentsrecord type however, the layout remain the same for all 11 records (Implementation Categories).
How can I correct this?
Thanks in Advance.
You need to check the name of that category, if it is 'Contracts/Required Documents', only then assign record type to it like: Let me know, if you need any other help.
Thanks,
Neetu
All Answers
It doesn't look like you're assigning the "Contracts/Required Documents" record type to your Implementation Tasks.
Hope that helps,
Clint
I am getting the following error when I create a new plan year.
Error: Invalid Data.
Review all error messages below to correct your data.
Apex trigger IMPAI caused an unexpected exception, contact your administrator: IMPAI: System.LimitException: Too many SOQL queries: 101
The trigger has more records but I only included the contracts record.
Example:
I moved it but the page layout remains the same as the others. Am I missing something else?
Like this:
I am not sure what I am doing wrong but now the contract page layout is set for all the record types. I am not sure where to locate the record Id's since these records are being inserted by an apex trigger. I am still very new to apex triggers.
You need to check the name of that category, if it is 'Contracts/Required Documents', only then assign record type to it like: Let me know, if you need any other help.
Thanks,
Neetu