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Kalin Gilman

Salesforce1 - Ability to select record type when using a Publisher Action

Mobile

When using Publisher Actions a record type must be associated with that action in order to use it in Salesforce1. There are situations where we need many different record types for an action, and this involves creating many publisher actions. This is troublesome because then we are going over the reccomended 9 actions per object to ensure the page does not experience performance issues.

It would be great to have a setting that enables a specific publisher action to prompt the user to select a record type from Salesforce1!

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Latest Comment from Salesforce

Vin Addala - 1 year ago

Thank you for this idea. We also believe that it is important to be able to select record types when using Publisher Actions. This is in our backlog and an important one to tackle. We will keep an eye on the comments here and look to prioritizing appropriately.

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Comments ( 47 )

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Gemtria St Clair - 6 months ago

This is an essential missing piece.
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Sylvie Jacobi-McCarthy - 1 year ago

Yes we need this and not just for mobile but browser too, a Quick Action per record type is not user friendly.
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Dean Phillips - 1 year ago

Do you ever actually do this stuff or just say that you are considering it. It has been 5 years!!!!! This item has 3590 people who think it is important. That is 3590 users who are not happy. 3590 users who tell our associates at professional meetings that Salesforce does not care. 3590 users who conclude that Salesforce does not really listen. 3590 users who tell friends and associates to buy something different. If you actually care then provide a delivery date for this.

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Tracy Ritter - 1 year ago

So many problems solved for us if you can move this up in priority.
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Peter Mandy - 1 year ago

We all need this! Thanks.
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K PLU - 1 year ago

Ditto this. Adding my vote! It's quite painful to have to create each action to associate with each record type. Hope this gets released soon and very soon!
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Rhonda Ross - 1 year ago

Would love to see this backlog item get prioritized! Would save us from otherwise needing to create custom components to achieve this, or a whole lot of actions clogging up the page layout.
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Dean Phillips - 1 year ago

This issue has been open for 5 years now. It is a basic operational failure of the product. The solution that has been offered as a hack works and should be detailed here so that others do not spend months trying to figure it out. The SF support reps do not know that if you create the new global action and leave the field that you would normally select as "New Record" blank then you can at least do a hack to get the 10 or 20 entries into the screen.

If you are really doing this please post an ETA for the fix. After 5 eyars of blaming customers for not "UpVoting" it, don't you think it would be good to just be honest and admit it is a failure in design and commit to a fix date? Honesty is simple and so effective.

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Vin Addala - 1 year ago

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Jerome Tricand de la Goutte - 1 year ago

Can't really believe this is not possible...
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Amy Stahl - 1 year ago

Yes please! This functionality would improve console view apps significantly, since there's no object tab dropdowns to provide the "new record" option in console. It feels so ridiculous that I can't create a new record directly from a record page of the same object, just because we have multiple record types!

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Kanova Mitchell - 2 years ago

Not coming in Spring release or any time soon I imagine. We have about 30 different Case Record Types. The New Case action allows users to select the record type but does not pre-populate any fields (like related Account). Creating an action allows us to pre-populate the fields but doesn't allow the users to select a record type. JUST COMBINE THEM! We are working around this with a flow but with lightning we can't have the returl set to the new record.

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Michael Kolodner - 2 years ago

Yes, please! Too many buttons!
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Petra Steck - 2 years ago

highly needed
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Ben Card - 2 years ago

Our firm has had an alpha team working in Lightning for several months. The inability to choose record types is a major drawback and will likely cause us to delay migrating all users -- this is an example of functionality that is table stakes and must be present for the publisher actions to be wrothwhile in Lightning.