Use and Create Flow Screen Radio Button in Salesforce

In Salesforce, Record Types are a way of grouping many records of one type for that object. These can be applied to any standard or custom object and allow you to have a different page layout, fields, required fields, and picklist values. 

We can also display these record types in the form of a radio button in the Salesforce Screen flow when you are creating a new record in that object with screen flow. In this Salesforce tutorial, we will learn to Use and Create Flow Screen Radio Button in Salesforce.

Use and Create Flow Screen Radio Button in Salesforce

To display a Record-type in radio button on a Salesforce Screen flow, we will create a screen flow and, for that, navigate to the setup page of Salesforce and follow the below steps.

1. On Salesforce’s Setup page, go to the Quick Find box and search, then select Flows under Process Automation.

2. Click on the New Flow button in the flows setup window.

3. Select the option Screen flow and click Create.

display Record-type as Radio Button on a Salesforce Screen flow

4. Add a Screen element to the flow.

Show Record-type as Radio Button on a Salesforce Screen flow

5. Enter a relevant Label and API Name to the Screen element.

Add Record-type as Radio Button on a Salesforce Screen flow

6. Now add a radio button component to the screen, and enter the Label and API Name for the radio button component. After this, select the Data type as Text.

How to Add Record-type as Radio Button on a Salesforce Screen flow

7. Scroll down to the Choice field and click on New Choice Resource.

Use Record Type in a Salesforce Screen flow

8. In the new choice resource, select the Resource Type as Record Choice Set. Then, enter the resource’s API name and select Object as Record Type.