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Help on record type
Hi Guys,
1. I have a record type and page layout called "locked Opportunity"
2. I just created a new opportunity record type "BellTel Opportunity" and a new page layout also called "BellTel Opportunity"
3. We have a separate system called FIS integrated with Salesforce to update some opportunity field. This system is designed to verify if the facility for the created opportunity is available.
4. We have a custom button that will send the opportunity details to FIS.
5. Exchange of information from SFDC and FIS is thru WSDL.
Now, I created a new opportunity with thisrecord type "BellTel Opportunity", when i send the details to FIS the opportunity record and layout is still "BellTel Opportunity". But when FIS returns the details to salesforce, it does not only update the fields but i also changed the record type and layout to "locked Opportunity". I am struggling all day to find out why it was changing the record type. Could someone help me or give me a clue.
Im totally clueless.:(
Thanks,
Del
All Answers
Hi, Thanks for your reply.
No, actually we did not set FIS to update any record type. it will only give a value to a field, like for example field "FIS Remarks". it will only send a value to FIS remarks field in salesforce.
1. I included "FIS Remarks" field in both page layout. so if i created an opportunity for "locked page layout" and send it to FIS. FIS is updating the "FIS Remarks" field and leaving the page layout and record type as is.
2. But, if i created an opportunity for "BellTel Opportunity" with "BellTel Opportunity" page layout, it is also updating the "FIS Remarks" field but strangely it is also updating the record type to "Locked record type" and "locked page layout"
Del
Hi! great suggestion. thanks. i will check. :)
Hi j020.
Thanks a lot!!I really appreciate your help. I saw one workflow created way back 2009 by the first admin that updates the record type.
Thanks!!
Del