How to change case status based on record type?

How to change case status based on record type?

1. You could have a workflow to change the Status based on the record type. 2. create a formula field, which changes value to appropriate status as per changes in recordtype. And add a workflow rule to change the status of case to as of formula field value on change of case recordtype.

Do you need to assign record types to profiles?

Assign the Advising Queue Case record type to the profiles of users who will create queuing cases, such as advisors or front desk staff who will check students into a queue. You don’t need to assign this record type to profiles of users who will only edit queuing cases.

Is the status field out of the box?

Although Status is Out of Box Pick list, it is not available in the Record Type Pick list field selection. If Admin were to modify the list of Status fields per record type, do the following.

When is custom field set as default value?

However, when a case is created from Web-to-Case, the custom field is left as null. We don’t want to include the custom field in the web form, cause we want to set it as default value every time a case is created. Does anyone know how can a custom field set as default value every time a case is created from web-to-case?

Can a status reason be changed to inactive?

You can modify the status reason field options for the Case entity and custom entities to define which other status reason options people can choose. The only restriction is that each status reason option for an active status must allow at least one path to an inactive status.

Can a user edit a readonly record in Salesforce?

Even without record type permission, the user will still be able to view the Readonly record. Also, System Administrator would be still able to edit the record. Tip : Instead of a workflow, you can of course use Process Builder to implement the logic for switching of record types from Editable to Read Only.

Can you assign only one record type to yourself?

If you will always be creating records with only one record type – it will be a good idea to only assign yourself with that record type such that there is no selection involved at the time of record creation. When you have only a single record type assigned to yourself – the splash page won’t appear with the selection drop down.

How to access recordtypeid in your controller?

You can now access the recordTypeId in your controller as below: Try using force:createRecord which has a recordTypeId attribute.

Where can I find the record type pick list?

Out of the box, all pick listfields are available as part of the record type so admin has an option to select what value needs to be shown as part of the Record type. Although Status is Out of Box Pick list, it is not available in the Record Type Pick list field selection.

Why are records read only in the trigger?

This is because you are in an after insert/update trigger and the records are read only in that context as they have been written, but not committed, to the database.

Can you create a read only backup of a database?

There are couple of important points that should be kept in view while working with backups of READ ONLY databases. You can create any type of backup (full, differential, log) of a database in READ only state. A full backup of READ ONLY database would be recovered as a READ ONLY database.

Can a user create a record for another user?

If you have the Create privilege with Local, Deep, or Global access, you can create records for other users. If you have Create and Read privileges with Basic access, you can create records for yourself.

How to check the status of a case?

Click Customize the System. In the solution explorer, in the left navigation pane, expand Entities, expand the Case entity, and then double-click Fields. Go to the second page of fields, and then open the statuscode (Status Reason of Case) field.

When to use different record types in Salesforce?

Support Representatives create cases based on the customer reported problems in Case Object. If the requirement is to fill the different set of fields for the different case types you can create record types and for each record type you can assign a different page layout by including a different set of fields.