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Topics#Data ManagementKev Brier の質問
Kev Brier (OCS Group UK) が「#Data Management」で質問
2014年8月20日 15:00

Master Event Record Type & One Custom Record Type

We've recently created a new record type using our master record type for Events and assigned it to a URL link button within the related activity list. We left the Master as default for all profiles so that the standard Event relates to the Master record type. The first issue we ran into was allowing access to the newly created record type and with that created a permission set to allow certain users access to the newly created record type. Unfortunately the permission set overides the defaulted Master for the standard Event button but does allow the user to view/edit the new record type.

 

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 件の回答
  1. Jeff May
    2014年8月20日 15:20

    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.
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