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umesh1234umesh1234 

Update Recordtype When Opportunity Stages Change?

Description:
Friends In standard Opportunity I created 2 Record type
one is Enable Record Type,Second One is Disable record type.
I want to do Update Enable record type when Stage is Prospecting,Analysis,Qualification,Quote
I want to do Update Disable record type when Stage is Closed Won
How to achive this for Both Conditions Either Process builder or Work flow.
Lokesh KumarLokesh Kumar
Hi Sanvi,

You can assign your stage picklist value to the record type based on requirement.

correct me if I am wrong and please share more what you are trying to update.

Thanks !
 
umesh1234umesh1234
No lokesh..want to change Pagelayout based on opportunity stages..
Lokesh KumarLokesh Kumar
Ok No issue you can use the salesprocess for more http://www.infallibletechie.com/2013/04/sales-processes-in-opportunity-in.html 

for more refer below link s.

https://developer.salesforce.com/forums/?id=906F0000000fxinIAA

https://trailhead.salesforce.com/modules/admin_intro_opptys_leads/units/admin_intro_opptys_leads_opportunities

Thanks !
umesh1234umesh1234
I have one Default Page Layout i.e Opportunity Layout in that If i change Picklist values
For exapmple if i change prospecting then I want to see Enable Page(Record type)
if i change closed Won then I want to see Disable Page(Record type)