Looking for best practice on updating Record Type via the Action Framework. Does anyone have a best practice for changing an existing record’s record type via the Action Framework?
The use case is we want one of our Opportunity Clone pages to default to a different record type (Non-Subscription Revenue) than the original record’s Record Type’s (Subscription Revenue). Normally i’d use tab on first shown actions to do a field update; however, this does not switch the record type from the Profile’s default.
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You’ll have to either hard code the record Id or use the results of a model to provide the Id to update the row.
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