We Are using case feed and record types.
One of the publisher is having a lookup field filtered by 'case: Record Type'.
Since 'case: Record Type' cannot be added to the publisher, the lookup search cannot find anything.
The lookup search is working perfectly in detail view.
Any Idea on how to workaround this limitation ?
Thank you,
Julien.
1 answer
Do you mean a Quick Action? The Quick Action itself defines which Record Type it uses. If you want this to be dynamic, you could add a picklist custom field to the object that has choices for each record type, then use Workflow Rules or a Process Builder process to detect the selected choice and set the record type.
