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RecordType issue
Hi All,
I want to know why RecordTypes are used in salesforce.It is used to control picklist value what it means.If there
is any other use of RecordType than explain me.I want to know concept of RecordType.
With Regards
Prabhash Mishra
From Salesforce online help:
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- Opportunity Stage
- Case Status
- Solution Status
- Lead Status
You can use these fields to provide different picklist values for different record types by assigning a different process to each record type.Record types can only be assigned to campaign members using the Campaign Member Type field on new or existing campaigns. To assign record types to campaign members, add the Campaign Member Type field to the campaign page layout. You must have the Marketing User user permission to change the campaign member type. You can also add a read-only Campaign Member Type field to the campaign members page layout.
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Consider you have a picklist with values A,B,C,D,E. Now, for user X(with profile XProfile) you want to show only 3 values A,B,C and for user Y (with YProfile) you want to show 4 values B,C,D,E. So you create 2 record type - RT1,RT2. In RT1 the available picklist values are A,B,C and make it default for XProfile, similarly for RT2 make available B,C,D,E and make it default for YProfile. Now when the X and Y users log in they can only see their respective picklist values.
I am getting issue while dealing with record types.
i have an object Estimate.
followng are the fields...
Name
Date
Desctiption
and Approve (Check box)....
i have two different pagelayouts based on Approve check box...
(i am using record type and assigning them layout and based on workflow rule i am updating the field type)
it works fine in my dev org,,, but when i am creating package and installing it in new org then i am not getting such kind of assignment for Recordtypes as i did in my org....
what i am doing wrong?
Is there workaround for
- You cannot deactivate a record type if it is in use by an email routing address for Email-to-Case or On-Demand Email-to-Case.
Please let me know.Thanks,
Madhuri