I have 2 recordtype that name is QualifyOpp_Type
and another one is DiscoveryOpp_type
. When my stagename(this is picklist) is change from Qualify
to discovery
then change the record type to DiscoveryOpp_type
and corresponding page layout from workflow. how to do this.
Best Answer
Create a workflow rule with rule criteria as
formula evaluates to true
Add this formula.Add a field update workflow action. Specify the fields.
Page layouts will be automatically change according to record types.