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Flash
Record Types & Custom Objects & Page Layouts
I thought I could create multiple Record Types for my Custom Object and a corresponding Page Layout for each Record Type so that a different UI can be rendered depending on the Record Type.
For example, if I had a Custom Object called "Product" and we sell 3 different kinds of products, each with 10 custom fields unique to themselves, I thought I could add all 30 custom fields to my Product object and then create 3 Record Types, one for each thing we sell and a different Page Layout that just has the custom fields that relate to it.
Well I created all that, and made all the right Page Assignments, but when I click "New", it just goes to the Page Layout associated with the "Master" Record Type. (I figured "New" would now be forced to first ask me what kind of Product I wanted to create and then, depending on what I select (i.e. what Record Type I picked), it would then take me to whatever Page Layout was to be used for that Record Type.)
From searching this discussion board, it looked to me like maybe what I'm trying to do isn't supported with Custom Ojbect yet, but I just wanted to double check. Thanks in advance!
For example, if I had a Custom Object called "Product" and we sell 3 different kinds of products, each with 10 custom fields unique to themselves, I thought I could add all 30 custom fields to my Product object and then create 3 Record Types, one for each thing we sell and a different Page Layout that just has the custom fields that relate to it.
Well I created all that, and made all the right Page Assignments, but when I click "New", it just goes to the Page Layout associated with the "Master" Record Type. (I figured "New" would now be forced to first ask me what kind of Product I wanted to create and then, depending on what I select (i.e. what Record Type I picked), it would then take me to whatever Page Layout was to be used for that Record Type.)
From searching this discussion board, it looked to me like maybe what I'm trying to do isn't supported with Custom Ojbect yet, but I just wanted to double check. Thanks in advance!
Message Edited by Flash on 02-09-2006 01:20 PM
So the moral of the story is that using Record Types to control what Page Layouts a user sees does not work with Custom Objects. (I'm not talking about different profiles seeing different Page Layouts; I'm talking about when you click "New", it should ask you what kind of you want to create, and then the next screen is whatever Page Layout was mapped to the Record Type you just selected.)
Can someone please confirm that (a) this is a known issue and (b) if there are any plans to make it work with custom objects the same way it works with standard objects?
Message Edited by Flash on 02-10-2006 04:15 AM
It seems to me that I had already done this when I told it which record types to use for different profiles, but all's well that ends well, and I got it working.