Determine Record Type on the basis of Picklist Value

Determine Record Type on the basis of Picklist Value

For security reasons, the Lightning Component framework places restrictions on making API calls from JavaScript code. Using a named credential for specific API calls allows to carefully and selectively bypass this security restriction.

Business Case:

Client wants to auto-populate record type on standard case creation page on the basis of selected picklist value by using lightning component.


As we can’t make API calls directly from Lightning Components so we ended up with learning it’s quite a complex process. We had to create three independent things to get this done:

  • A connected App
  • An Auth. Provider
  • A Named Credential

Step 1: Create Connected App like this:

Note: Enter TEMP:VALUE for the Callback URL, we’ll change after auth. Provider creation.

Step 2: Create Auth. Provider as per given below:

 Copy-paste the consumer key and customer secret from the connected tab that we created above. For the Default Scopes type “refresh_token full”. And click save. You get to this screen:

Copy the callback URL and paste this value in connected app Callback URL.

Step 3: Create Named Credentials:

Enter the URL for the ORG but make sure it’s ***. then replace as per given below.

Step 4: Method to get Recordtype by picklist value.

Suppose picklist name is Category below method received parameter as category label and return record typeid.

public static String getRecordTypeIdForCategory(String categoryLabel) {

// results will contain HTML encoded characters, like &

categoryLabel = categoryLabel.escapeHtml4();

String recordTypeId = null;

Boolean foundMatch = false;

List<Id> recordTypeIds = new List<Id>();

//query all recordtypes of case object.

for(RecordType r : [SELECT Id, DeveloperName FROM RecordType where sObjectType=’Case’ AND IsActive = True]){



String host = System.Url.getSalesforceBaseURL().toExternalForm();

Map<String, List<String>> mapCategoriesByRecordType = new Map<String, List<String>>();

// create a map of Categories assigned to RecordTypes

for(String rId: recordTypeIds) {

            Http http = new Http();

            HttpRequest request = new HttpRequest();

            Http h = new Http();

            String url = ‘callout:CallMeBack/services/data/v42.0/ui-api/object-info/Case/picklist-values/’ + rId + ‘/Category__c’;



            request.setHeader(‘Authorization’, ‘Bearer ‘+ UserInfo.getSessionId());

            HttpResponse response;

            response = http.send(request);

            if(response.getStatus() == ‘OK’)


                        Map<String, Object> meta = (Map<String, Object>) JSON.deserializeUntyped(response.getBody());

                        List<String> categoriesList = new List<String>();


                                    for(Object o: (List<Object> )meta.get(‘values’)){

                                                Map<String, object > temp = (Map<String, object>)o;




                        mapCategoriesByRecordType.put(rid, categoriesList);



for (Id key : mapCategoriesByRecordType.keySet()) {

            if(foundMatch == false) {

                        List<String> typeCategories = mapCategoriesByRecordType.get(key);

                        if(containsIgnoreCase(typeCategories, categoryLabel)) {

                                    foundMatch = true;

                                    recordTypeId = key;




return recordTypeId;



After selecting category in below component this will redirect to standard case creation page with auto-populating record type.