Hello everyone,
I was wondering if there is a way by which a record type from an object can be automatically chosen depending on a field's value. For example, the field Type in Opportunity determines if it is a New Business or Existing Business. If New Business is established, when I create a new record of a custom object, I would like it to choose the 3rd Record Type called "Onboarding Process"
1 commento
You could set up workflow rules / process builder to automatically change the record type to the one you want based on your criteria, whenever a record is created and/or edited.
