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I want to only show specific task fields when the type of task = a value. 

 

I have created a Record Type and a new Page Layout for that record type. I have assigned the record type to the new page layout assignment also. However, I cannot see how to set criteria based on task fields. 

 

Example: IF Task field 

 

#Task ObjectType = "Expiring Subscriptions", THEN update page layout to Exp. Subs page layout.

1 risposta
  1. 14 lug 2021, 14:46

    If you are using a trigger, you can get the record types Id using:  

    ID taskRecordTypeId = Schema.SObjectType.Task.getRecordTypeInfosByDeveloperName().get('Record Type Name').getRecordTypeId();

    And now you can use it to assign a recordtype.

    for(Task t: Trigger.new){

    if(t.type = a){

    t.RecordTypeId = TaskRecordTypeId;

    }

    }

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