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Changing Record Type Is Clearing Some Fields

Problem
Updated 4 years ago
Solved

Hey all (happy thanksgiving to my American friends),

I am having a strange issue when I change record type on a page. The field editor is tied to the Task Object.

I have included the RecordTypeId field so I have an editable field on the page. However when I change the record type by editing it inline on the view page, the Status and Priority fields are wiped clean.

These are fields that are accessible in both record types and the picklist values aren't restricted by record type so baffled as to why a record type change would clear them.

Image httpsd2r1vs3d9006apcloudfrontnets3_images1125768RackMultipart20141127-809-1mnjuzk-record_type_change_inlinepng1417100040

Image httpsd2r1vs3d9006apcloudfrontnets3_images1125768RackMultipart20141127-809-1mnjuzk-record_type_change_inlinepng1417100040

782 Points

Posted 4 years ago

2
4

mB Pat Vachon, Champion

43,046 Points

Those are picklists. Each record type has values assigned for each picklist. Make sure the values are part of the other record types. Otherwise, they will be removed.

Image httpsd2r1vs3d9006apcloudfrontnets3_images1125782RackMultipart20141127-20678-1hojsd1-2014-11-2711-08-21AM_inlinepng1417104569

Image httpsd2r1vs3d9006apcloudfrontnets3_images1125782RackMultipart20141127-20678-1hojsd1-2014-11-2711-08-21AM_inlinepng1417104569

Image httpsd2r1vs3d9006apcloudfrontnets3_images1125783RackMultipart20141127-7910-jz23v7-2014-11-2711-08-41AM_inlinepng1417104579

Comment

782 Points

Thanks Pat.

Yes I have confirmed that all the picklist values are available in both record types.

Comment

mB Pat Vachon, Champion

43,046 Points

You have access to those record types in your profile?

Comment

mB Pat Vachon, Champion

43,046 Points

Do you have a workflow or apex changing those values?

Comment

782 Points

Good question! Thought that could be it but yes the profile has access to both original and target record type.

Comment

mB Pat Vachon, Champion

43,046 Points

Javascript on your page?

Comment

mB Pat Vachon, Champion

43,046 Points

I just reproduced it.

<skuidpage unsavedchangeswarning="yes" showsidebar="true" showheader="true" tabtooverride="Task">
   <models>
      <model id="Task" limit="0" query="true" createrowifnonefound="true" sobject="Task" doclone="" type="">
         <fields>
            <field id="Subject"/>
            <field id="CreatedDate"/>
            <field id="Status"/>
            <field id="Priority"/>
            <field id="RecordTypeId"/>
            <field id="RecordType.Name"/>
            <field id="Type"/>
         </fields>
         <conditions/>
         <actions/>
      </model>
   </models>
   <components>
      <pagetitle model="Task">
         <maintitle>
            <template>{{Subject}}</template>
         </maintitle>
         <subtitle>
            <template>{{Model.label}}</template>
         </subtitle>
         <actions>
            <action type="savecancel" window="self"/>
            <action type="multi" label="Reset" window="self">
               <actions>
                  <action type="requeryModel" model="Task" behavior="standard"/>
               </actions>
            </action>
         </actions>
      </pagetitle>
      <basicfieldeditor showsavecancel="false" showheader="true" model="Task" mode="edit" buttonposition="" layout="">
         <columns>
            <column width="50%">
               <sections>
                  <section title="Basics" collapsible="no">
                     <fields>
                        <field id="Subject"/>
                        <field id="Status" valuehalign="" type=""/>
                        <field id="Priority" valuehalign="" type=""/>
                     </fields>
                  </section>
               </sections>
            </column>
            <column width="50%">
               <sections>
                  <section title="System Info" collapsible="no">
                     <fields>
                        <field id="CreatedDate"/>
                        <field id="RecordTypeId"/>
                        <field id="Type"/>
                     </fields>
                  </section>
               </sections>
            </column>
         </columns>
      </basicfieldeditor>
   </components>
   <resources>
      <labels/>
      <css/>
      <javascript/>
   </resources>
</skuidpage>

Comment

1 person likes this

782 Points

Hmm, I do have some apex on tasks but nothing that is affecting status and priority, nor are there any custom snippets on my page.

You did also trigger me to check workflows, as I do have a few updating tasks, but again nothing touching those fields.

Looked at another way, when I view the task using the normal salesforce layouts, I can change the record type without problem.

Does suggest there is something local to my Skuid page that is causing the issue?

Comment

mB Pat Vachon, Champion

43,046 Points

Looks like a bug to me.

Comment

1 person likes this

782 Points

Thanks for all your help Pat. Does your reproduction of the issue indicate that there is a Skuid issue at play here, do you think?

Comment

782 Points

OK thanks :) I will await Skuid support then I guess, unless I should report this through different channels (I am new here).

Thanks again.

Comment

mB Pat Vachon, Champion

43,046 Points

Strong indicator for sure.

Comment

Rob Hatch, Official Rep

44,448 Points

Thanks for the interaction here Pat and Justin. The Skuid team has a policy not to investigate bugs when eating thanksgiving dinner. But we'll take a look at this as soon as we can. Record types are tricky things.

Comment

1 person likes this

782 Points

Thanks Rob. I guess I can wait until after dinner ;)

Happy thanksgiving!

Comment

Rob Hatch, Official Rep

44,448 Points

Justin, Might you be willing to grant Login Rights to Skuid. We'd like to take a look at this issue. Here is how you do that.

Then send an email to "support@skuidify.com" with your Org ID and the name of this page.

We'll take a look at what is going on.

Comment

2014-11-30T19:28:47+00:00

mB Pat Vachon, Champion

43,046 Points

I was able to reproduce it. One of my posts above.

0

2014-12-01T16:17:23+00:00

782 Points

Thanks Rob I have done so. And thanks Pat for your help.

0

2014-12-01T16:20:22+00:00

mB Pat Vachon, Champion

43,046 Points

yw

0

Zach McElrath, Employee

50,684 Points

This will be fixed in the next patch of Skuid, 5.21.6, due out at the end of the week. This patch will be pushed to all orgs that are on the 5.21.x branch --- if you are not on this branch, go to the Skuid Releases and install the "Dreamforce 14" release.

Comment

1 person likes this

2014-12-03T15:45:36+00:00

782 Points

Great news; thanks Zach.

0

Zach McElrath, Employee

50,684 Points

This was fixed in today's patch release 5.21.6 of Skuid, which is now available on the Skuid releases page and will be pushed to all orgs on 5.21.x during this weekend.

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