• mkn
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I have added a new record type to a custom object and would like to update all current records with the default record type. I can see the record type when creating a report of the custom object - but the Excel Connect export does not include the record type field. I have added workflow rules for updating the report type. These work correctly. What am I missing? Would appreciate any suggestions.

Thank you.

mkn

  • March 31, 2011
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I have added a new record type to a custom object and would like to update all current records with the default record type. I can see the record type when creating a report of the custom object - but the Excel Connect export does not include the record type field. I have added workflow rules for updating the report type. These work correctly. What am I missing? Would appreciate any suggestions.

Thank you.

mkn

  • March 31, 2011
  • Like
  • 0