[SalesForce] Record Type selection in $A.get(“e.force:createRecord”) in lightning

I'm using $A.get("e.force:createRecord") to display record create page for an object, but this doesn't display record type selection screen, we have to pass it explicitly. Default salesforce lightning behavior when user clicks on new record button is it shows record type selection. How I can implement same behavior. I don't want to build custom component for this.

Best Answer

Currently, it's not possible select a record type in the createRecord component. You can create a dropdown or something with the record types options and then call the createRecord component passing the record type.

Example

var createRecordEvent = $A.get("e.force:createRecord");
    createRecordEvent.setParams({
        "entityApiName": "Contact",
        "recordTypeId": ""
    });
    createRecordEvent.fire();

This a dropdown example for select the record type

<div class="source-center-slds" >
        <div class="slds-p-around--x-large">
            <ui:inputSelect class="slds-select_container myselector"  label="{!'Select ' + v.label +  ' Record Type: '}" aura:id="levels">
                <aura:iteration items="{!v.types}" var="item">
                    <ui:inputSelectOption class="slds-select" text="{!item.Id}" label="{!item.Name}"/>      
                </aura:iteration>
            </ui:inputSelect>
            <button class="slds-button slds-button--neutral slds-not-selected slds-m-top--medium" onclick="{!c.create}">New</button>
        </div>
    </div>

v.types is an array with the record types values

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] Automate record type selection

You can achieve this by creating three custom list buttons on the child object, one for each record type.

The content type of the button should be URL and the URL should look something like this.

/xxx/e?CF00ND000000xxxx={!X.Name}&CF00ND000000xxxx_lkid={!X.Id}&retURL=%2F{!Account.Id}&RecordTypeId='ChildRecordTypeId_R1'

Change the 'xxx' to key prefix of your custom object x and field Id 'CF00ND000000xxxx' field id of the lookup field x on your child object.

Create different page layouts for each recordtype in X. Expose the each of list of the child list button in each layout.

Hope this is helpful.

Best Answer

Related Solutions

[SalesForce] Show record type selection screen

[SalesForce] Automate record type selection

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