Managing Record Types in Advanced View
A record type reference is a reference to one of the unique record types that you add in the Record Type section.
Adding Record Type
To add a record type:
1. In the tree view, click All Record Types.
2. Click
.
A row is added to the grid is added with default values for a few columns.
You can also add a record type by right-clicking on the grid and selecting Add Record Type.
3. Click within the cell and specify the information provided in the following table. A few columns are read-only.
Deleting Record Type
To delete a record type:
1. In the tree view, click All Record Types.
2. Select the record type you want to delete and click
.
You can also delete a record by right-clicking on the record and selecting Delete Record Type.
A following message is displayed:
Deleting a record type deletes all the record instances that reference the selected record type. Do you want to continue?
3. Click Yes.
The record is deleted.
Duplicating Record Type
To duplicate a record type:
1. In the tree view, click All Record Types.
2. Select the record type you want to duplicate and click
.
The duplicate of the selected record is added as another row to the grid. You can also duplicate a record by right-clicking on the record and selecting Duplicate Record Type.
Last modified date: 12/03/2024