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How to implement rrecord type for custom object
How to implement the below thing using Record Type.
Expenses can be of 2 types – Travel Expense, Other Expense
Expense must have a Category picklist field, as below:
Travel Expense: Tickets, Transit, Food, Toll, Fuel, Accommodation
Other Expense: Training, Relocation, Certification, Stationary
Expenses can be of 2 types – Travel Expense, Other Expense
Expense must have a Category picklist field, as below:
Travel Expense: Tickets, Transit, Food, Toll, Fuel, Accommodation
Other Expense: Training, Relocation, Certification, Stationary
Follow the below steps to meet your requirement.
From the Object Detail Page.
1) Create two Pagelayouts for the Custom Object, add the Picklist field (Travel Expense: Tickets, Transit, Food, Toll, Fuel, Accommodation Travel Expense and Other Expense) for first layout and Picklist field (Other Expense: Training, Relocation, Certification, Stationary) to the second Layout.
2) Create a Record type with name as Travel Expense and assign Pagelayout Travel Expense.(First page Layout you have created)
3) Create another Record type with name as Other Expense and assign Pagelayout Other Expense.(Second page Layout you have created)
4) Make sure you checkin the Active checkbox while creating Record Type.
For more info on how to create Record types,
https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_record_types.htm&language=en
https://help.salesforce.com/HTViewHelpDoc?id=customize_recordtype.htm
http://resources.docs.salesforce.com/200/16/en-us/sfdc/pdf/salesforce_recordtypes_cheatsheet.pdf
Please mark this solved if it helps you.
Best Regards,
Onesh.K
All Answers
create two picklist fields in your custom object,
picklist1 contains travel Expense and Other Expense,
picklist2 contains Tickets, Transit, Food, Toll, Fuel, Accommodation,Training, Relocation, Certification, Stationary
go to your object detailed page and in "Custom Fields & Relationships" related list click on field dependencies
then click new
then in controlling dropdown list select picklist1 and in dependent drop down list select picklist2
then in travel expense column sellect Tickets, Transit, Food, Toll, Fuel, Accommodation
and in other expence column select Training, Relocation, Certification, Stationary
then click save
if this help mark this question as solved so that other can take benifit from this
if you need and help let me know
Thanks
Regards
Anuj
Here you haven't used the record type.
I want it to be done using Record Types.
With Regards,
Nisha
Could u explain it in detail.
If possible,using diagrams.
With Regards,
Nisha
please refer this link for your requirement
https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_record_types.htm&language=en
Thanks
Regards
Anuj
Follow the below steps to meet your requirement.
From the Object Detail Page.
1) Create two Pagelayouts for the Custom Object, add the Picklist field (Travel Expense: Tickets, Transit, Food, Toll, Fuel, Accommodation Travel Expense and Other Expense) for first layout and Picklist field (Other Expense: Training, Relocation, Certification, Stationary) to the second Layout.
2) Create a Record type with name as Travel Expense and assign Pagelayout Travel Expense.(First page Layout you have created)
3) Create another Record type with name as Other Expense and assign Pagelayout Other Expense.(Second page Layout you have created)
4) Make sure you checkin the Active checkbox while creating Record Type.
For more info on how to create Record types,
https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_record_types.htm&language=en
https://help.salesforce.com/HTViewHelpDoc?id=customize_recordtype.htm
http://resources.docs.salesforce.com/200/16/en-us/sfdc/pdf/salesforce_recordtypes_cheatsheet.pdf
Please mark this solved if it helps you.
Best Regards,
Onesh.K
Like in below screenshot you just need to edit the picklist available for editing and assign different picklist values based on the record type, in this case you dont need to create 2 different picklist fields or layouts.
The travel expense and the other expense are two separate picklist created in the custom object expense .right
With regards,
Nisha