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Topics#Customer ServiceTarun Mukhia's Question
Tarun Mukhia (PURIVO Inc.) asked in #Customer Service
May 2, 2016, 12:08 PM

Opportunity Record Type change workflow.

Hi,

 

I want opportunity Record Type to be "Dealership Opportunity" if the Account AR Type is "Unit Sale - No Term". I have created this work flow but it does not work.

 

Opportunity Record Type change workflow.

 

User-added image

 

Thanks

 

Tarun
9 answers
  1. Avinash Vatsya (Davanti Consulting)
    May 2, 2016, 7:57 PM

    Hi Tarun,

    I found a solution....

    1. Create a new button on opportunity.

     

    Button type should be List button, 

     

    content source URL

     

    Put the code in formula field

     

     

    /006/e?retURL=%2F{!Account.Id}&accid={!Account.Id}&IF(
    AND ( TEXT({!Account.Type}) =='Billing',{!Account.AR_Type__c}=='ABC'), 'RecordType=RECORDTYPEID', '' )

    replace RECORDTYPEID with id of record type Dealership Opportunity. Pelease verify API NAME of Ar_Type__c.

    Now goto Account page layout, from there find opportunity related list. Click on wrinch.(setting).

     

    Select buttons. 

     

    Uncheck new button (standard button)

     

    Select your custom button.

     

    Try and test.

     

     

    Please let me know if you face any issue.

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