tomansley / SimpliListViews

Salesforce List Views App Package
GNU General Public License v3.0
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Mass Create with specific record type #137

Open suzyrokke opened 1 year ago

suzyrokke commented 1 year ago

Is your feature request related to a problem? Please describe. When I use the mass create I am not able to select the Record type. Even if I have the record type as filter criteria and as a column it still uses the default record type of the user.

Describe the solution you'd like It would be great if there was a way to first select the record type you want to use before starting the process and then all records you create in the mass create would be that record type.

Describe alternatives you've considered In the mean time I am able to use a different profile for this group of people and set their default to what it needs to be

Additional context In some instances a different profile won't work. and apparently you can't use a permission set to set a default record type for a user. you could use a flow to say 'if a record is created, look at the parent record's recordtype and update the child to that record type. Screenshot 2023-02-09 at 4 46 35 PM