Sunday, September 11, 2016

How to correctly reference Record Types in filter criteria when using the Lightning Process Builder

There are three ways to reference the Record Type in filter criteria when working in the Lightning Process Builder. Each reference field requires a different reference to the Record Type to evaluate correctly. 

1. Record Type ID: [Object].RecordTypeId 

This option must use the full 18 digit record type ID of the record type.

2. Record Type Name: [Object].RecordTypeName

This option needs to use the Display Name of the Record Type.

3. Record Type Developer Name: [Object].RecordType.DeveloperName

This option needs to use the API name of the record type found on the "Record Type Name" field on the record type details page.

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