Configure Record Types

I. Definition of Record Types

• Record Types allow you to categorize data within a custom object.
• Use case: For the same custom object, different business scenarios may require distinct record types. Take Work Orders as an example—some may involve customer complaints while others are customer inquiries, each requiring different fields. Previously, all fields had to be displayed together, resulting in cluttered interfaces and cumbersome mandatory field settings. Multiple record types solve this problem.

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II. Configuring Record Types

• Select the Work Order object, click “Record Types,” then create custom record types and assign them to relevant Roles. For example: Assign the “Customer Complaint” type to after-sales service staff and the “Customer Inquiry” type to pre-sales personnel.

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• Each Role must have at least one record type. If no record type is available for a Role, the system automatically assigns the “Default Record Type.”
• When disabling multiple custom record types, the “Default Record Type” will be assigned to all Roles.

III. Primary-Sub Record Type Matching

• Match Sub-object record types with Primary Object record types via the “Match Primary Object Record Type” button under the Sub-object’s Record Types section.
• Example scenario: When Primary Object record type A is matched to Sub-object record types B, C, and D, only B, C, and D will appear during simultaneous creation/editing of Primary and Sub-objects.

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