When creating an Opportunity I'm trying to setup an opportunity record type/page layout that will automatically be applied based on the Account record type chosen. My users already choose from a drop down with creating an account, so I don't want them to have to do it again when creating an opportunity. it should just be assigned based off the account record type chosen. Another point, users will be creating the opportunities from Account detail page, which is from opportunities related list and it is to be done in Lightning.
Should go to back parent record on click "Cancel" and open related child record type on clicking "save and new" after doing creating the first child record.
15 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön
Dear Sir, I have looked your requirement and I can do this project. Kindly let me know your credential and can do this without fail. Waiting for your response. Thanks.
I would go for a custom button on the Account page. The button would take the record type and automatically select that record type for Opportunity record.
I have already done this type of scenario in my projects. Based on user profile different page layout will be different. Will be discuss more through chat.