Universal Containers uses a custom Work Order object with two Record Types: Standard Service and Emergency Service. An administrator needs to make the 'Dispatched Outside Vendor' value in the Resolution Code picklist available only when creating or editing Emergency Service records. In addition, Support Agent profile users must see the 'Emergency Operations' layout when viewing Emergency Service records, while continuing to see the 'Standard Operations' layout for Standard Service records. Which two administrative configuration steps are required to fulfill these requirements? (Choose 2 answers)
- Edit the Picklists Available for Editing section on the Emergency Service Record Type detail page to include 'Dispatched Outside Vendor'.Answer
- Update Page Layout Assignments to map the Support Agent Profile and Emergency Service Record Type combination to the Emergency Operations layout.Answer
- CCreate a Permission Set that enables the 'Dispatched Outside Vendor' picklist value for Support Agent users.
- DConfigure Dynamic Forms component visibility rules on the field component to filter picklist values by record type.
Answer
The administrator must edit the picklists available for editing under the Emergency Service Record Type to include 'Dispatched Outside Vendor', and update Page Layout Assignments to assign the Emergency Operations layout to the Support Agent profile for the Emergency Service Record Type.
To restrict picklist choices to specific record types, administrators edit the Picklists Available for Editing section on the corresponding Record Type setup page. To present different page layouts to users based on their role and record context, administrators use the Page Layout Assignment matrix to map Profile and Record Type combinations to specific page layouts.
Step-by-Step Solution
Key Concept
Page Layouts and Record Types Assignment