I am facing issue with creating new opportunity with record type. anyone seeing similar issue?
Not able to create new opportunity after switching to lightning. On clicking 'new' button, the page just blanks out.
I have 2 active record types on the Opportunity object and it all is working good in classic view. Please guide if there is any known issue around opportunity creation with record type selection and suggest any work around.
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Looks like known issue with Lightning Exp https://success.salesforce.com/issues_view?id=a1p3A00000180VqQAI
Anyone aware of any workaround please. it is completely blocking me working on opportunity.
@Shane McLaughlin (Salesforce)
@Michael Orr (Salesforce)
Are you trying to create a new Opp from the Opp/Account/Contact page layout or via a Global Action? We use multiple Opportunity record types at TUNE, and I had to make a Global Action for each Opportunity record type we use. I then went to the object's page layout and added the appropriate Global Action into the Salesforce1 and Lightning Experience Actions (see screenshot) to each layout. Does this make sense?