Hi everyone, I've a question. Please, someone help me:
In the Trail Head exercises, I did the Path Configuration and everything went well using Sales Processes. Now I'm trying to apply it to Field Service, but it won't let me put in any other values than the defaults that already exist. Would the Path be distributed to each record type or can I distribute them to all record types using the "Master"?
Zack Terry (Fast Slow Motion) Forum Ambassador
Hi @Tiago Torres,
Once you enable record types, you’ll need a separate Path for each one as Paths are assigned to a specific record type. If a Work Order is not set to the “master” record type (which is not available to select once record types have been enabled, so this would only appear for records created prior to record type enablement), then you’ll need to specify a path specific to the record type selected in order for it to display on the record page. Master is essentially a placeholder for records that existed before record types were enabled.