How do I amend the 'Create a New Account' page?

Question

I want Fields A and B to be visible and editable on the account view, but when creating an account with Record Type X, I only want Field A to show show on the account create page. I'd preferably want it to be pre-ticked as well.

I want fields A & B to be editable AFTER the record has been created but not at the point of creation. How do I do this?

Deepak K Anand · Accepted Answer

You options would be: Create a  Validation Rule  that restricts the User from entering a value upon creation taking into consideration: Record Type On the Record Type X's Page Layout just add the Field: A and remove Field: B. After you hit Save, run a  Workflow Rule + Field Update  that changes the Record Type to Y where the associated Page Layout will have both Field: A and Field: B. But for auto-fill, you'll need a URL Hack and for a "Create New" option, it might not be that preferable!

Sara Monksfield · Answer

Thank you guys, you are stars. I want to mark both as best answer because between you you have fixed it. I've added in validation rules so that when the particular record type is created, the relevant box must be ticked and it won't allow you to tick the other box.  It also means I can use workflows to change the record types at a later date, because I included ISNEW() in the first validation rules.   Thanks!

How do I amend the 'Create a New Account' page?

Data Management

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