Help Document
About Record Types

    ABOUT RECORD TYPES

    Record types allow administrators to classify Entity records. For example, Account records can be categorized into three types: Client, Partner, and Manufacturer. With different record types, administrators can separate record data when creating Reports. Record Type access can also be assigned to security roles. For more information on Record Type access, see Assigning Record Types to Security Roles.

    Requirements

    To add fields to Entities, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CREATE A NEW RECORD TYPE:

    1. In the Setup Home page, click Create > Entities.
    2. Click the Entity to which you want to add a new record type.
    3. Select the Record Types tab.
    4. Click New.
    5. Configure the field details.
    6. Check the Active checkbox if you want this record type to be used and assigned to records.
    7. Click Save.

     

    TO EDIT A RECORD TYPE:

    1. In the Setup Home page, click Create > Entities.
    2. Click the Entity to which you want to edit.
    3. Select the Record Types tab.
    4. Click the Record Type you want to edit.
    5. Click Edit.
    6. Configure the field and then click Save.

     

    TO ASSIGN A PAGE LAYOUT TO A RECORD TYPE:

    Assigning a page layout to a record type will display different data based on the record type and the Security Role of the user viewing the data.

    1. In the Setup Home page, click Create > Entities.
    2. Click the Entity to which you want to assign a page layout to a Record Type.
    3. Click the Page Layout tab.
    4. Click Layout Assignments.
    5. Select the Security Role for which you want to assign the Record Type’s page layout.
    6. Under the Layout column, select the desired page layout.
    7. Click Save.

    << Entity List Layouts | Enabling Field Search for Entities >>