You will be happy to hear that you can now read the record type id dynamically from Salesforce via FormTitan Get integration.
What is this good for?
Working with Record types in Salesforce is quite basic, the problem arises when using the API along with an external tool. you will then find yourself struggling with different environments. The Record Type has a name, a developer name and an id, but the record type id changes in different instances/names making it impossible to use it in your code as a static value. However, a closer look will reveal that (a-ha, watson!) the developer name still stays the same. so in fact when using the developer name in order to dynamically read the record id is considered best practice.
How to do this:
Generally speaking, you simply need to create a new 'Get' integration, choose the ‘Record types’ object and create the condition you want.
All fields are dynamically generated via the metadata API.
Following are the steps:
- Create a hidden field,
- Give it a name.
- Create a new 'Get' integration,
- Choose the object: record types.
- Set the condition based on your developer name.
- Map the record id into the hidden field.
- Then use the hidden field in your 'push' integration.
Read more about record type id by developer name
Enjoy!