My users can make different case types. For example, they could create a normal "case" (which I've selected as just a generic customer service type that goes to the Customer Service Managers), or they could instead create a "development" case that asks for different information that's relevant to doing code work for a customer. One big change between the two is that I needed a rich text form element for the development type so that people could submit in-context screenshots with their request, something that normal cases don't have.
I've created a custom lightning app to display everything. For my case app, I made it so all of the cases display on the top bar, then the currently displayed case details is on the left while the comments for that case are on the right. It's an easy setup. The problem comes up when I put it into practice- the users are only seeing the "Cases" display, not the "Development" display regardless of what type of case they're looking at, which means I lose my rich text. I'm fairly sure this worked without the custom app but I could be wrong.
My goal is to make it so the users ALWAYS see the display created for the record type that we made the record in. A dev case will ALWAYS show as a dev case, etc. What could I look at here?
1 answer
You may have to assign the new record page to the relevant profiles and record types via the activation menu (top right) in the lightning app builder.
