To create a custom record type, perform the following steps:
- Creating a New Custom Record Type.
- Entering Name and Display Settings.
- Specifying Permission and UI Settings.
- Configuring File and Child Record Settings.
- Defining Search and Edit Settings.
- To create a custom record type, click Save.
Note:
To enable Quick Views for your custom record, use form customization for the custom record.
Before you save the custom record type, the following subtabs display for you to further define your custom records:
- Subtabs – Create and arrange subtabs on your custom record type.
Note:
To save time, create and arrange subtabs for your custom records before defining your custom fields.
- Sublists – Add search results as sublists on your custom record type.
- Icon – Select the PNG sprite you want to use to represent this record type in the New Bar, Create New menu, Recent Records menu, Recent Records portlet, and Quick Views. You can choose from built-in icons or create your own custom icon.
- Numbering – Specify the numbering format for the custom record types.
- Permissions – Select the roles you want to access custom record entry forms, choose a default form, and restrict the forms available here.
Important:
For these permissions to apply, you must select Use Permission List from the Access Type list.
- Links – Create links that take you to the list of record entries for this custom record type and select where to place the links.
- Managers – Define specific employees as managers of the current record type, which enables the employee to modify the custom record type. When defined as a manager, employees are automatically granted custom record view permission. The custom record view permission permits managers to see the list of custom record types but not drill down on them.
Note:
If an employee has a role that includes the Custom Record Type permission, they have edit access to all custom record types. The Managers subtab enables you to grant permission for an employee to the current record type only.
- Translation – (when multi-Language feature is enabled) Define translations for the custom record type name to be used when users change the language preference.
After you save a custom record type, the following subtabs are added:
- Fields – Create and arrange the fields for your custom record type.
- Forms – Customize and select a preferred entry form for your custom record type.
- Online Forms – Create and manage online forms for your custom record types.
- Child Records – If this record type is a parent record, its child records are listed here.
- Parent Records – If this record type is a child record, its parent records are listed here.
You can use Suite Cloud Development Framework (SDF) to manage custom record types as part of file-based customization projects. You can use the Copy to Account feature to copy an individual custom record type to another of your accounts. Each custom record type page has a clickable Copy to Account option in the upper right corner.