Hello,
I am learning about record types and how they are able to control
picklists. It is not working the way I think it should. Here is what I did
in my developer org:
1. created 2 record types for the account object
2. edited the Industry pick list for each record type so that they are
different.
3. Assigned each record type to a different profile
4. logged in as a user with one profile, and then logged in as a user with
the other profile..
5. Compared the Industry pick lists... For accounts already created, as
well as creating New accounts, Industry pick lists are the same for each
user.
Questions: Why aren't the picklists different according to the record
types? I did not think I needed 2 page layouts...do I?
thanks!
-Candice
Hi @Candice Holleran Assign a record type to a profile doesn't restrict the records the users can access, only restrict the type of record the user can create.
So if two different users are looking at the same record, they will see the same values in the picklist, because the record type just allow you to restrict the available values for the picklist, but will never restrict access to previously created records.