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Bryan HuntBryan Hunt 

Record Type Selection at Object creation in GUI

Hello,

 

We have created a new Object that has multiple record types.

 

We want users to be able to see all of the record types, but to always use a specific record type when creating an instance of the object.

 

We thought this would work by setting the default in Record Type Settings for the Profiles that access the Object.

 

But, when pressing the New button for the Object, users are still presented with a picklist for which Record Type that they want to create.

 

We can stop that behavior by logging into each user and going into their My Personal Information/Record Type Selection setup and checking the box.  But this is a rather unwieldy method of controlling the access, and allows our users to go back and uncheck the box and go back to a picklist format.

 

Is there a better way to control this?

 

Thanks.

 

Bryan Hunt

Andy BoettcherAndy Boettcher

Yes, it's a little involved, but you can do it without any custom code...

 

1.  Hit the "New" button for your object to create a new record.  Note the URL.  It'll look something like:

https://na1.salesforce.com/003/e?retURL=<something>

 

2.  Override your "New" button with a URL.  Use the same URL you saw in Step 1, but append this to the URL:

 

&RecordType=*find the Id of your RecordType and put it here*

 

That'll do it.

 

-Andy