Hi how can I restrict the record types available on Account object when the record is being created from new opportunity record creation screen Account look up filed .
Details :-
When a user is creating new opportunity and once they click new opportunity and on the new opportunity screen, user needs to select Account name filed (API name :Account ID) a required field . when selecting the account name from look up filed from that lookup field users are allowed to create the new accounts with +New Account from look up. When they click +New Account user is prompted with available record types of Account object . I want to restrict the record types populated here so that I can restrict the users to be able to create only certain type of records of Accounts based on record types
Attached the screenshots in the file for better understanding of the question .
Appreciate the guidance and suggestions
@Narender Raju Kurapati - Whatever Record Types someone can choose when creating a new Account by going straight to the Account tab and clicking the 'New' button are the same ones someone can choose by using the + New Account from an Opportunity. The user does not gain extra Account Record Types by using the + New Account.
If you are concerned someone is going to create Account Record Type A with Opportunity Record Type B (instead of Opportunity Record Type A), you could create a Validation Rule to prevent this from happening. Hope this helps!
