• Sean Cunningham 1
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Hi,

I have a requirement to make it so that users can only select a certain Opportunity Record Type depending on what the Account Record type is.  We have 3 Account Record Types: Prospecting, Sales Pipeline and Onboarding.  I need these 3 Account Record types limited to the following Opportuinity Record Types:

(Acount Record Type) - (Oppportiunity Record Type)
Prospecting - Original, Expansion
Sales Pipeline - Upsell
Onboarding - Customer, Upsell

I know I need to write an IF statement for each picklist value, but I'm running into trouble when trying to bring in the second variable (Oppportunity Record Type).

Thanks!