Skip to main content
May 30, 2021
Question

CDT for rule input in a summary view interface

  • May 30, 2021
  • 6 replies
  • 0 views

Hello.

Can you use a CDT as the rule input to create the Summary view of a record? Thank you

6 replies

Participating Frequently
May 30, 2021

Yes, example:

May 30, 2021

So when is it advantageous to use a CDT for the summary view compared to the recordtype input rule?

stefanhelzle0001
Brainy
May 30, 2021

From my perspective there is no benefit in using a CDT. RecordTypes are the way to go except when there is a reason to use a CDT.