[SalesForce] Choose record type based on picklist value

I have a custom object Cov__c and I have a picklist on that object Risks_c.

I have another custom object Address__c, which is a child of Cov__c. I have two record types for Address__c because I need to display different fields on the page layout, based on the value that's selected in the Risks__c picklist.

The record types are called Auth_Risk and Terr_Risk.

So, when the user selects Auth in the Risks__c picklist, and then adds addresses to the contract, then I need to show the Auth_Risk record type. For any other value in the picklist, I need to show the Terr_Risk record type.

I have created a list button and added this code:

`{!IF( ISPICKVAL(Cov__c.Risk__c,'Terr'), '/a0Z/e?ent=01I180000004KaV&RecordType=012180000008Tw5, '/a0Z/e?ent=01I180000004KaV&RecordType=012180000008Tw0')}`

When I try to save, it just says error. I am not sure what is wrong. Can anyone help please?

Best Answer

As mentioned in my comment try getting the button to work on a single record type first then add in the if statement. An example of the result should look something like below:

/006/e?retURL={!Cov__c.Id}&CustomFieldIDFromChildRecord={!Cov__c.Id}&RecordType={!IF(ISPICKVAL(Cov__c.Risk__c,'Terr'), "012180000008Tw5","012180000008Tw0")}&ent=Opportunity

since the only thing in the URL that is conditional is the Record Type Id, you can just use the IF statement for the RecordType parameter.

Related Solutions

[SalesForce] Dynamically display picklist values based on Record type in vf page

Kindly follow This Link. I've used this and its working now. Hope this would be useful.
Dont forget to add connection.js in includescript.

<apex:page >
 //use version according to org
    <script src="/soap/ajax/40.0/connection.js" type="text/javascript"></script>
    <script src="/soap/ajax/40.0/apex.js" type="text/javascript"></script>


    <script>
        sforce.connection.sessionId='{!GETSESSIONID()}';
        function init(){
           var result = sforce.connection.describeLayout('Opportunity'); //to do 
           console.log(result); //parse this object to find picklist values for each record type
        }
    </script>

    <body onload="init();">    
    </body>
</apex:page>

[SalesForce] Fetching picklist values based on record type

Not sure about ForceTK ,may be this is not implemented by library yet or safe harbour and I am not sure .

But normally through standard REST API we can implement this using below REST Service

/services/data/v33.0/sobjects/Account/describe/layouts/

For different object you can change Object name and versions

/vXX.X/sobjects/Object/describe/layouts/

I just checked my dev console and it does return values as expected .There is a recordtype mappings that can give you various picklists needed

enter image description here

I see you are using visualforce and hence if you use visualforce you can directly call this REST API from Visualforce using Jquery and it will not require any ForceTK(Although I love forceTk)

      <apex:page>
     <apex:includeScript value="https://ajax.aspnetcdn.com/ajax/jQuery/jquery-1.7.2.min.js"/>
    <script>
     jQuery(document).ready(function($) {
     // Pull 10 Accounts via the REST API
      $.ajax('/services/data/v33.0/sobjects/Account/describe/layouts/',
    {
      beforeSend: function(xhr) {
        // Set the OAuth header from the session ID
        xhr.setRequestHeader('Authorization', 'Bearer {!$Api.Session_ID}');
      },
      success: function(response) {
        // We got 'em - append our records to the HTML list
        $.each(response.records, function(index, record) {
          $('#responselist').append('<li>'+record.recordTypeMappings+'</li>');
        });
      },
      error: function(jqXHR, textStatus, errorThrown) {
        // Oops - what went wrong?
        alert(jqXHR.status + ': ' + errorThrown);
      }
    }
  );
    });
  </script>
   <h1>Test REST API Without Proxy</h1>
     <p>Data:</p>
        <ul id="responselist">
     </ul>
  </apex:page>

Best Answer

Related Solutions

[SalesForce] Dynamically display picklist values based on Record type in vf page

[SalesForce] Fetching picklist values based on record type

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