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How to override the standard Recordtype selection panel in lightning?
I need to override the list of recordtypes displaying in the selection panel when the user clicks the "New" button.
Ex: I have recordtype A, B, C in Opportunity, whenever the user clicks "New" the selection window need to display only A and B. But he should have access to C recordtype. Because I have another quick action button in the detail page to create records with C recordtype for the user.
Is that possible to override the selection window to display specific record type?
Ex: I have recordtype A, B, C in Opportunity, whenever the user clicks "New" the selection window need to display only A and B. But he should have access to C recordtype. Because I have another quick action button in the detail page to create records with C recordtype for the user.
Is that possible to override the selection window to display specific record type?
Cheers!
Prashant
if I remove from the profile, he can’t create that C record type from detail page of A/B record type records. The user has to have access to all record type, but C should be created from detail page (custom button) . A and B should be created from “New” button.
Both Profiles and Permission set are the same base level access. So, it will not work. I have tested that.
Actually, your workaround will work. But my business scenario is simple. Here recordtype C is the addendum opportunity, which will be created whenever it is needed. It is not always needed. So the user needs access to create, but they have to create only from parent opportunity. Therefore, this recordtype should not display in the "New" button.