Configure Record Types

1. Definition of Record Type

• Record Types allow you to categorize data within a custom object.
• Use case: A single custom object may contain multiple business scenarios that require different fields. For example, a Work Order can be a customer complaint or a customer inquiry, each requiring different information. Previously you had to place all fields on one page, which cluttered the layout and made required-field settings difficult. Multiple Record Types solve this problem.

2. Configuring Record Types

• Open the Work Order object, select “Record Types,” create your Record Types, and assign types to different Roles. For example: assign “Customer Complaint” to After-Sales staff and “Customer Inquiry” to Pre-Sales staff.

• Each Role must have at least one Record Type. If a Role has no available Record Type, the system assigns the “Default Record Type” to that Role.
• If you disable all custom Record Types, the “Default Record Type” will be assigned to all Roles.

3. Primary–Sub Record Type Matching

• Match Primary Object Record Types to Sub-object Record Types from the Sub-object side: go to Sub-object > Record Types > Match Primary Object Record Types to configure matching.
• Example scenario: If Primary Object Record Type A matches Sub-object Record Types B, C, and D, then when creating or editing the Primary and Sub-object records together, the Sub-object will only show B, C, and D.