We dont really want to create an additional record type for the Master on the basis the majority of our organisation will only ever use the Master and therefore is there a functional way of allowing certain users to select the newly created button/record type whilst still leaving the Master record type assigned to the standard Event button?
Any help or advice would be gratefully appreciated.
7 respuestas
Sort of. Any 'available' record type can be selected from the 'new record' screen for that object. If you don't want Users to be able to create a new record of a specific record type, make sure that record type is not 'available'.
They will still be able to view records of that record type, but won't be able to create records of that record type.
I often use a set of 'available' record types to use for the 'new record' screen, then use WFR Field Updates to change to specific other record types based on the values entered on the record. This lets me control the page layout for 'new' vs. existing records.
