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Picking Record Type in Detail Record Based on Information in Master
I'm sure there's a way I can do this, but I'm trying to figure out if there is a way to set the record type of a detail record based on some information in the master record when I create a detail record in a master-detail relationship.
I know that I can do it when the detail record is *saved* through a workflow rule -- but I'd really like to set the record type when I first hit "new" to create a new detail record on the master's page.
Any ideas? Suggestions? Best practices?
Thanks,
Michael
I know that I can do it when the detail record is *saved* through a workflow rule -- but I'd really like to set the record type when I first hit "new" to create a new detail record on the master's page.
Any ideas? Suggestions? Best practices?
Thanks,
Michael
All the declaritive tools (non-coding tools) such as workflows, process builder, and flows are processed afer the record is saved.
Using an apex trigger you could likely code a solution that is executed before the save.
Some general info about how apex allows you to define before and after save actions: https://developer.salesforce.com/forums/?id=906F0000000AafFIAS
I think your other option would be a custom button, that would also involving coding but likely less. You'd use that button to create the new detail records.
Chris