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Nathan ShryockNathan Shryock 

How to Reset Picklist Values when Record Type Changes

So I have two picklist fields that I have customized to show different values based on the RecordType of an Opportunity. I have also made these two picklist fields required as they are important for our reporting.

The problem I'm noticing is if you assign a picklist value to these two fields, then decide you ened to change your RecordType. During the RecordType conversion process the old values are carried over and are an option when filling out the New RecordType information. 

Rather than creating an extensive validation rule to kick out an error message if certain picklist values are selected, I would like to just reset the picklist values to "--None--" when a RecordType is changed.

So when I create a Workflow Rule, it only kicks in the Field Update after the RecordType conversion has taken place.

I hope this makes sense. Is this possible to do within Workflow Rules? Or will I hae to learn how to go a little depper.

Appreciate your time and help on this one. Let me know if there is anything further I can provide. Hope this gets the point across.
Best Answer chosen by Nathan Shryock
Rupert BARROWRupert BARROW
I understand your point.
I cant't see any way to change this behaviour because I don't think the record is saved before the new update screen is displayed.
The only thing I can think of is to implement a custom button on the object, after hiding the record type, to change the record type, reset the picklists, and display a Visualforce page to update again (if needed, or leave this out if not) the picklist values, at least.

I hope that helps.

All Answers

Rupert BARROWRupert BARROW
I understand your point.
I cant't see any way to change this behaviour because I don't think the record is saved before the new update screen is displayed.
The only thing I can think of is to implement a custom button on the object, after hiding the record type, to change the record type, reset the picklists, and display a Visualforce page to update again (if needed, or leave this out if not) the picklist values, at least.

I hope that helps.
This was selected as the best answer
Rupert BARROWRupert BARROW
Nathan, how are you doing with this questions ?
Do you need more help ?
Rup
Nathan ShryockNathan Shryock
Hey Rupert, sorry for the long delay in response. I'm still learning my Coummunity ettiquette.

We just ended up accepting the behavior until I would have time to go the custom button route which I understand a lot more after working with Flows recently. Thanks for your response earlier.
Kevin GibbsKevin Gibbs
Vote for this Idea: https://success.salesforce.com/ideaView?id=08730000000Dl05AAC
Reset Picklist Values when Record Type Changes