Tuesday 7 May 2013


Using Record Types

You’ve learned how to define record types and how they help determine which page layout
is shown to a user and the picklist values within it. But how does a record get
assigned a record type in the first place?
If a user has access to only one record type, that record type is automatically assigned
to the record.Things become more interesting for users with access to more than one
record type.The first step of creating a new record becomes selecting its record type.

Users who find this extra step in record creation unnecessary can disable it by visiting
their Personal Setup area and clicking My Personal Information ➝ Record Type Selection.
Here they can opt to always use the default record type.The default record type is
chosen by the administrator and stored in the user’s profile.
A record begins life as a particular record type, but its type can be changed later by the
record owner. If the Record Type field is added to your page layout, you’ll see a Change
link beside it. After the record type is changed, the Force.com user interface automatically enters edit mode on the record to allow you to fix any picklist values that are no longer valid.


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