User's default record type value in picklist even though it doesn't match the filter

Jack SanfordJack Sanford San Antonio, TX πŸ’ŽπŸ’Ž
edited June 25, 2020 in Questions
I've got a create new account section of my page, with a NewBorrower model that loads a blank row by default. I've got a condition on the model for RecordType.Name contains "Borrower", of which there are several. On the Record Type field in the field editor I have a filter for RecordType.Name contains Borrower. However, the default record type for my profile is "Account", so when I load the page, the Record Type picklist shows Account, and must be changed every time.

Is there a way to override the user profile's default object record type some how to not show that value in a record type picklist?

Comments

  • Rob HatchRob Hatch πŸ’ŽπŸ’ŽπŸ’Ž
    edited June 25, 2020
    Have you tried to create a reference field filter on the Record Type field itself. Β  Rather than trying to use a model condition? Β  Ive gotten that to work just fine.Β 

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  • Jack SanfordJack Sanford San Antonio, TX πŸ’ŽπŸ’Ž
    edited January 12, 2018
    Yeah, I've got it there as well, not working. I had Name as the filter field, just tried DeveloperName like you have and same thing.

    I've had this problem all over place, like for other objects the default record type for the user profile was Master, and that really caused problems. I fixed it before just changing the profile's default record type, which I can do again, but I just wish there was a better way, I'm sure there will be a case where I really can't change the profile's default object record type. Thanks

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  • Pat VachonPat Vachon πŸ’ŽπŸ’ŽπŸ’Ž
    edited January 5, 2016
    Did this work on the field when set to picklist?
  • Pat VachonPat Vachon πŸ’ŽπŸ’ŽπŸ’Ž
    edited June 25, 2020
    I believe that the Filter doesn't account for the initial value/values whether picklist or otherwise. In other words, the picklist does a query to get the values, since record types are in another object. This query doesn't take into account the filter value.

    You'll have to use a Condition to set it's value. To do so properly, at least the way I know how, is to use the RecordType object in a model and then use this to set the Condition in your Borrower model.


  • Pat VachonPat Vachon πŸ’ŽπŸ’ŽπŸ’Ž
    edited June 25, 2020



  • Jack SanfordJack Sanford San Antonio, TX πŸ’ŽπŸ’Ž
    edited June 25, 2020
    A little tweaking - in my use case we have five different account Record Types with the word Borrower in them and I want them all to show up.

    I followed your first steps:

    NewBorrowerRecordType model with a condition of ID = one of the Borrower record type IDs

    existing NewBorrower model (doesn't load data on page load, loads one empty row) modified to include a condition of RecordTypeID = Id from NewBorrowerRecordType model

    This makes the value in the Record Type picklist field default to the Borrower Record Type

    THEN - on my field in the field editor, the filter is the same as it was - RecordType.Name contains "Borrower"

    Now, it starts out with Borrower, but shows all the other Borrower record Types (Borrower Entity, etc.) and doesn't show the User's default record type.Β 

    I tried to have the RecordType model load 5 rows, and have ID in multiple values, then have the NewBorrower model have a RecordType IN the values from the RecordType model, and that doesn't work. It HAS to be = one single RecordType ID, but then the field filter can include all of the RecordTypes available or narrow them down.



    Thanks!!
  • Rob HatchRob Hatch πŸ’ŽπŸ’ŽπŸ’Ž
    edited September 1, 2016
    Is it not impossible to have a profile use the Master record type as well as other customer types? Β 
  • Pat VachonPat Vachon πŸ’ŽπŸ’ŽπŸ’Ž
    edited January 5, 2016
    So this works with the default from the model and the additional desired values coming the filter into Β the picklist?
  • Jack SanfordJack Sanford San Antonio, TX πŸ’ŽπŸ’Ž
    edited May 25, 2016
    with skuid, the impossible is possible
  • Jack SanfordJack Sanford San Antonio, TX πŸ’ŽπŸ’Ž
    edited May 25, 2016
    exact
  • Rob HatchRob Hatch πŸ’ŽπŸ’ŽπŸ’Ž
    edited September 1, 2016
    HA!Β 
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