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    Hoe to override new button to choose the record type automatically in Salesforce for below use case?

    Posted by Prachi on December 12, 2019 at 6:16 am

    I have a Quote related list on Opportunity.

    I want to customize the entire related list.

    Right now, it has newbutton and it displays certain quotes already present.

    My use case:
    the related list will always display the related list like before.

    The new button will automatically redirect to one of record type based on the customfield on opportunity.

    How can i implement this use case ?

    Yogesh replied 4 years, 11 months ago 2 Members · 1 Reply
  • 1 Reply

  • Yogesh

    Member
    December 12, 2019 at 7:49 am

    Hi,

    Click on Name | Setup | App Setup | Customize | Cases | Buttons, Links and Actions
    Click on Edit link available near to New button
    Navigate to Override Properties Section select Visualforce page and then select a value for Skip Record Type Selection Page checkbox
    I hope this will help You.

    Thank you

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