Sign Up ›
  • Sung Bin Kim
  • NEWBIE
  • 0 Points
  • Member since 2020
  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
    Questions
  • 0
    Replies
1 replies

Automatically choosing the correct record type based on related object

Hi Everyone! I tried searching within the forum and sadly couldn’t find a new solution to my problem (I found a similar issue from a few years ago but the solution was to build a Oneclick Java button and sadly these aren’t support in Lightning).

I would like to add a new button to my related list that creates a new record that is based on the object record type. For example:

Object A record type A: Button creates a new record for Object B record type A

Object A record type B: Button creates a new record for Object B record type B.

It is important that both record types are available for the user so setting a standard record type is not an option. Any suggestions?