However, when created from a Related List 'New' button, both options are available to the end users. I'd love to be able to "turn off" a record type based on where the related record is originating from. Is that possible? Essentially if you're hitting "New Quote Requested" from an Opportunity, I want the end users to only see an Opportunity Quote Request, and if they're creating the Quote from Base Offer, only show Base Offer Quote.
Basically, our sales reps can't be trusted to select the right option...
1 answer
Let me give you an idea.
If you need them to have access to both you wont be able to just turn one off. However you can fake it by creating a record type les just call it "Fake record type" and assign it as default so that they dont get prompted to select a record type. They will always create a "fake record type quote". Then you can create a process to update the record type of the quote based on the the other record.
And thats it.
The other way would be using custom actions but as you say then the users would have different ways to create a record and you wont be able to ensure that the process always runs as you have it planned.
