[SalesForce] New button redirecting to vf page based on Record Type

I have multiple Record Types for contact. when the user clicks on 'New Contact' button for a specific record type it should redirect to a custom edit vf page. All the remaining record types should use the standard layouts as per the assignment.

Here are my questions:

Do I need to override the New button with the vf page? If I'm doing this overriding of button the vf page is showing to all record types irrespectively.
Is something that I can handle in the redirect method without overriding the new method?
Can we do it by querying the recordtype sobject instead of hardcoding?

Here is my code:

Page:

<apex:page standardcontroller="Contact" extensions="CustomEditPageController" sidebar="false" tabstyle="Contact" action="{!redirect}">

Controller:

 public pagereference Redirect()
    {
     If(ApexPages.currentPage().getParameters().get('RecordType') != '016s00000005g78j')
     {
           String hostname = ApexPages.currentPage().getHeaders().get('Host'); 
           String Contact = 'https://'+hostname+'/'+'/003/e?nooverride=1';
           pagereference pageref = new pagereference(Contact);
           pageref.setredirect(true);
           return pageref;
     }
     else           
     return null;  
    }

Best Answer

For your issue#1, when you override the New Action with the custom VF page there is a checkbox "Skip recordtype selection page" there that controls whether the default recordtype selection should be displayed or not. You need to check it. Then as Shailesh mentioned, in your custom VF page you will have to present list of recordtypes available to the user and based on recordtype selected route the user to either custom edit page or the standard page layout. Hope this helps.

Related Solutions

[SalesForce] Override ‘New’ button and redirect to VF page based on PageLayout assignment

I think there are three general approaches you can take here:

(Preferred) Use the $Profile global variable, in conjunction with detecting the Record Type either from URL Parameters or from the object' RecordType.Name field, in a giant case statement. For instance, the following page could be used to override the Account object's New action, assuming that there are Account record types and that you are not skipping the Record Type selection screen in your override:

<apex:page standardController="Account" action="/apex/{!CASE($Profile.Name,
    'System Administrator',
        CASE($CurrentPage.Parameters.Record_Type,
           'Industrial Account','NewIndustrialAccount_SystemAdmin',
           'Education Account','NewEducationAccount_SystemAdmin',
          'Healthcare Account','NewHealthcareAccount_SystemAdmin','DefaultNewAccount_SystemAdmin'
        ),
    'Sales Manager',
        CASE($CurrentPage.Parameters.Record_Type,
           'Industrial Account','NewIndustrialAccount_SalesManager',
           'Education Account','NewEducationAccount_SalesManager',
           'Healthcare Account','NewHealthcareAccount_SalesManager','DefaultNewAccount_SalesManager'
        ),    
    CASE($CurrentPage.Parameters.Record_Type,
       'Industrial Account','NewIndustrialAccount_Default',
       'Education Account','NewEducationAccount_Default',
       'Healthcare Account','NewHealthcareAccount_Default','DefaultNewAccount_SystemAdmin'
    )    
 )}"/>

(Complicated and probably not worth it) Use the Web Services API's describeLayout call from within JavaScript in a "dispatcher" page to retrieve an object's actual Page Layout Assignments and then use these to redirect to appropriate Visualforce Pages.
Use a 3rd party tool like Skuid to manage the creation of custom interfaces to override standard actions --- Skuid's Page Assignments feature is specifically designed to assist in providing this sort of dispatch functionality for custom Visualforce interfaces.

[SalesForce] adding parameters when the user selects a certain record type causing a loop

With much help from eyescream, here's the solution. The difference to the code was adding the nooverride=1 paramter and removing save=new =1.

Here's the code

 public PageReference route(){
  RecordType r = [select id from RecordType  where SObjectType = 'Opportunity' and Name = 'ABC'];
  String rtId = (String)r.id;       

       //buildURL
        Map<String, String> params = new Map<String, String>();
        params =  ApexPages.currentPage().getParameters();
       string url ='/006/e?'; //'/setup/ui/recordtypeselect.jsp?ent=Opportunity&save_new_url=/006/e';
       boolean flag = false;
        for(String varI : params.keyset()){
             String s =params.get(varI);
             if (varI != 'save_new'){

            if (!flag){

            url +=  varI +'=' +s ;               
            flag = true;     
            }
            else{


            url +=  '&' +varI +'=' +s ;
            }
            }
        }
        system.debug(url);
            String oppAcctId = ApexPages.currentPage().getParameters().get('accid'); 
         If((ApexPages.currentPage().getParameters().get('RecordType').left(15) == rtId.left(15)) && (oppAcctId != null) ) {
            Account a = [select id, MoneyGuard_Payment_Option__c from account where id = :oppAcctId limit 1];          
           url+= '&FIELD_ID' + '=' + VALUE;  
        }

        url += '&nooverride=1';
        system.debug(url);
        PageReference pageRef = new PageReference(url);


        return pageref;   
}

Best Answer

Related Solutions

[SalesForce] Override ‘New’ button and redirect to VF page based on PageLayout assignment

[SalesForce] adding parameters when the user selects a certain record type causing a loop

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