Grace - I had some similar issues with Record Types, when creating a new record it always defaulted to the user’s default record type for that object. You can fix this with a combo of using a model for Record Type, a condition on the model for your new object, and finally a filter on the reference field itself. See the last posts here: https://community.skuid.com/t/users-default-record-type-value-in-picklist-even-though-…
