Question about Quick Actions and Lightning:
Our Org uses two types of Opportunities Record Types (Sales and Business At Risk). When a User goes to the Opportunity tab and Clicks the New button, they are prompted to select an Opportunity Record Type prior to entering any information about the Opportunity. When using Quick Actions in LEX (+ sign Global Actions or New Opportunity button in the Highlight Panel) , the user is not prompted to select a Record Type when creating a New Opportunity.
How do you force a User to select a Record Type from a Quick Action?
1 comment
Patrick when you create a quick action you specify the record type, so each action essentially pre-selects RT for the user.