[SalesForce] By Pass RecordType selection when creating new Case

I create one link named Submit Case to bring the user to the new Case.The requirement is user do not want to go through RecordType selection, they want the link bring them to the new Case page with prepopulated RecordType value.

I try to refer to this Avoid record type selection with URL button , but it still bring me to the Recordtype selection with prepopulated value, but still user needs to click 'Continue' to go to New Case page.Ya, I know sometimes user can be lazy =)

I put the link in custom visual force page like this

<apex:outputLink value="{!URLFOR($Action.Case.NewCase,null,[p3='01230000000xP1j',save=1],true)}">Submit Case</apex:outputLink>

It still display RecordType selection page.Now I wonder, is it doable to skip RecordType and directly go to new Case with prepopulated RecordType value?In case it is not doable, please provide me any documentation so I can inform the user.

Thanks a lot.

Best Answer

One way to do it is to manually walk through the selection of a recordType then grabbing the URL from the Case landing page and identifying the parameters used there:

https://instance.salesforce.com/500/e?retURL=%2F001i0000002MX2z&def_account_id=001i0000002MX2z&RecordType=012i0000001ELIz&ent=Case

The example you have above is using p3 but I believe that is used for custom objects, you should be using RecordType instead.

Also, save=1 doesn't work without specifically asking SalesForce to disable a security feature, see docs here.

Here is a blog on another way of accomplishing this task using the url vs urlfor.

Related Solutions

[SalesForce] Show record type selection screen

Ok, so I found the problem. It was in this line:

return new PageReference('/setup/ui/recordtypeselect.jsp?ent=Account&nooverride=1');

When I removed the override of the new button and tried to create a new Account, I saw this URL:

https://cs18.salesforce.com/setup/ui/recordtypeselect.jsp?ent=Account&retURL=%2F001%2Fo&save_new_url=%2F001%2Fe%3FretURL%3D%252F001%252Fo

Note this save_new_url parameter in there. After I added it to my PageReference everything works as it is supposed to(some profiles get a custom VF page and others go to standard record type selection and standard new layout):

return new PageReference('/setup/ui/recordtypeselect.jsp?ent=Account&nooverride=1&save_new_url=%2F001%2Fe');

And actually I don't even need this if anymore(that checks for RecordType parameter), so the code was reduced to this:

public PageReference redirect() {
    if (!shouldSkipRecordTypeSelection(u)) { // a simple if that checks user's profile and returns true if record type selection should be skipped
        return new PageReference('/setup/ui/recordtypeselect.jsp?ent=Account&nooverride=1&save_new_url=%2F001%2Fe');
    }
    return null;
}

EDIT

As sfdcweb mentioned is his comment, this will not work for custom objects by simple changing the ent property to MyCustomObject__c.

To make it work for custom objects too you will have to use the 15 character id of that custom object. To find it, go to:

Setup
Create
Objects
Select your object and check the URL in your browser(for example: https://cs87.salesforce.com/01I8E0000008XjE?setupid=CustomObjects)
This is the id that we need(01I8E0000008XjE)

Then, just replace the ent=Account with ent=01I8E0000008XjE

[SalesForce] Redirecting to salesforce record type selection page from visualforce page

not sure what you see when the redirection happens, but when I try the same in my dev org, it does redirect to the VF page from the record type selection page and the selected record type id comes in as a query string parameter.

here's the url in the record type selection page

https://{mySFDomain}/setup/ui/recordtypeselect.jsp?ent=Case&retURL=%2F500%2Fo&retURL%3D%252F500%252Fo&save_new_url=/apex/hello

and when i select a record type and click continue, i end up with this url

https://{myVFDomain}/apex/hello?RecordType=012900000015G4p&ent=Case&retURL%3D%252F500%252Fo

Note : I have used Case object in my dev org.. and don't think it will behave different for a custom object, so this should work for you as well.

Best Answer

Related Solutions

[SalesForce] Show record type selection screen

[SalesForce] Redirecting to salesforce record type selection page from visualforce page

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