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Managing record types for different profiles
Hello,
I have 2 record types for a Event viz. EA, EB.
I consider 3 profiles viz. P1, P2, P3.
For P1 => EA and EB are available
For P2 => Only EA is available.
For P1, I want option to select two record types, which i consider is by default as Two record type is available for him.
For P2, as only record type is available i want no option for selection, user should directly be redirected to Record type EA
Thank you
I have 2 record types for a Event viz. EA, EB.
I consider 3 profiles viz. P1, P2, P3.
For P1 => EA and EB are available
For P2 => Only EA is available.
For P1, I want option to select two record types, which i consider is by default as Two record type is available for him.
For P2, as only record type is available i want no option for selection, user should directly be redirected to Record type EA
Thank you
Go to Profile P2. Repeat the above steps and select only the Record Type EA and remove any other record types from the selected record types. The default Record Type should be EA as there are no other Record Types selected. So when a user from Profile P2 logs in, new Event will open with the "EA" record type.
Hope this helps.