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Abdul Shaik 25
Record Types question
Hi All,
My Requirement is by using record types, Can we restrict the fields in different page layouts.
For Example: Object Name : Employee
Record types: 1. Teaching
2. Non Teaching
For Teaching : Field : Name
No
Department
Subjects
For Non Teaching: Field : Name
No
Shold be there. Can someone help me how to implement this using configuration ?
My Requirement is by using record types, Can we restrict the fields in different page layouts.
For Example: Object Name : Employee
Record types: 1. Teaching
2. Non Teaching
For Teaching : Field : Name
No
Department
Subjects
For Non Teaching: Field : Name
No
Shold be there. Can someone help me how to implement this using configuration ?
Step>1 First you have to create Record types as "Teaching and Non Teaching" of Employee object.
Step >2 Create two page layouts like, Teaching and Non Teaching.
Step>3 In page layouts , which fileds you want just add it through drag and drop
Step> 4 Assign the Teaching page layout to Teaching Record type, and Asiign the Non teaching page layout to Non teaching Record Type.
Please refer below link...
http://www.salesforcetutorial.com/page-layouts-and-record-types-in-salesforce/
let me know above steps usefull or not..
Thanks & Regards
Gopal M.
Hi Gopal,
Thanks for information. It works.
I have another question regarding the same.
If we create the field as manadatory, Not able to hide in page layout. Is it true ? or we can still hide.
Please clarify
Thanks & Regards,
Abdul Shaik
Yes, That field should be mandatary, we con't drang drop. if you want remove that filed just remove required uncheck.
Please mark as best answer first Question.
Thanks & Regrads
Gopal M.