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Can you select record type in quick action?
Yes, object-specific out of the box quick action does not support dynamic record type selection, however, you can select the default record type when creating the quick action. So what is the solution here? The solution is to create a Lightning Component which allows you to select the record type before creating the record.
How to create object specific quick actions in Salesforce?
That way, when a broker schedules a new showing, it’s automatically associated with the record for the prospective buyer. So in this step, we create an object-specific action for contacts. From the Object Manager, enter Contact in the Quick Find box, then select Contact .
How to set case owner in quick action?
Give it an upvote or downvote. Idea has been posted. Give it an upvote or downvote. When creating a Quick Action on the Case object, for example, I would like to be able to select ‘Case Owner’ and ‘Case Record Type’ as Predefined Field Values. This would allow me to create a Quick Action that sets the ‘Case Owner’ as the current user ($User.Id).
How to use quick action with predefined owner?
I need a way to change the record Owner to a user populated in a lookup field on the record. A quick action with predefined Owner value would be more efficient and less error-prone than the current user typing out the name again. Please make this quick and easy to do.
When to use record selector in Microsoft Docs?
You can also use this property for forms whose DefaultViewproperty is set to Single Form. The record selector displays the unsaved record indicator when a record is being edited.
What is the default value of form recordselectors?
You can use the RecordSelectorsproperty to specify whether a form displays record selectors in Form view. Read/write Boolean. Syntax expression. RecordSelectors expressionA variable that represents a Formobject. Remarks The default value is True.
What happens when recordselectorsproperty is set to no?
When the RecordSelectorsproperty is set to No and the RecordLocksproperty is set to Edited Record (record locking is “pessimistic”—only one person can edit a record at a time), there is no visual clue that the record is locked. Example The following example specifies that no record has a record selector in the Employeesform.