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March 1, 2024
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Is it possible to set a process model on a record type summary?

  • March 1, 2024
  • 4 replies
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Hello every one

Is it possible to set a process model on a record type summary? I know it can be done with an interface, but I would like to verify if it is possible with a process model. Like in the photo below (i tried it and failed)

Thanks

    Best answer by konduruc733182

    Hello [mention:b24ee39fbc9e4227b0316562e1fc79fd:e9ed411860ed4f2ba0265705b8793d05] 

    The simple answer to your question is No. You can have only an interface as a view. You can have related record actions in your summary.

    "A record view is defined in the record type object and is composed of an interface " - Record Views

    4 replies

    konduruc733182
    March 1, 2024

    Hello [mention:b24ee39fbc9e4227b0316562e1fc79fd:e9ed411860ed4f2ba0265705b8793d05] 

    The simple answer to your question is No. You can have only an interface as a view. You can have related record actions in your summary.

    "A record view is defined in the record type object and is composed of an interface " - Record Views

    hiron0583Author
    March 1, 2024

    [mention:2df2892a4df7486f9775b4d2f0e405fd:e9ed411860ed4f2ba0265705b8793d05]  thank for answer.

    Thanks for the answer. I was asked by a customer and wasn't sure about it so I posted it here

    harshitb6843
    March 1, 2024
    set a process model on a record type summary

    What do you mean by that?

    mikes0011
    Brainy
    March 1, 2024

    I'm also curious about the imagined use case here.  I'm assuming it's based mostly on mistaken assumptions, rather than actual requirements.