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Durai Saravanan
Change record type on a Custom button click
Hi,
I would like to have a 'Close Project' (Custom button) in my 'Project'(Custom Object) record's page layout. When i click the 'Close Project' button, the record type of particular record must change from 'Current' to 'Closed'.
How i should do this? Thanks in advance
Thanks and regards,
Durai
I would like to have a 'Close Project' (Custom button) in my 'Project'(Custom Object) record's page layout. When i click the 'Close Project' button, the record type of particular record must change from 'Current' to 'Closed'.
How i should do this? Thanks in advance
Thanks and regards,
Durai
Greetings to you!
You can update the Record Type through an OnClick JavaScript button.
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas
All Answers
Greetings to you!
You can update the Record Type through an OnClick JavaScript button.
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas
Please change the DeveloperName and SObjectType and also SObject Name as per your details as I used for the test.
In salesforce classic you can do it like that