Record Type

• In the same custom object, we may need different record types. Taking work orders as an example, some are account complaints and some are account inquiries, which correspond to some information that needs to be filled in. In the previous object, we needed to list all the fields, the page was messy, and it was not easy to set the required fields, which was troublesome. This problem can be solved by multiple record types.

1. Record Type

• Click on the work order object, select "Record Type", create your own record type, and configure corresponding types for different roles. For example: after-sales service personnel can assign the type of "account complaint", and pre-sales personnel can assign the type of "account consultation".

• Each role must have at least one record type. When a role has no available record type, the "Default Record Type" is assigned to this role by default.
• If there are multiple record types, when other custom record types are disabled, the "Default Record Type" will be configured for all roles.

2. Main-sub Record Type Matching

• Match the record type of main object through the record type of sub-object. Under the sub-object, click the [Record Type] - [Match Main Object Record Type] button to perform main-sub record matching.
  • Scene Example: When the record type A of main object matches the record type B, C, and D of sub-object, when the main and sub-objects are created/edited at the same time, sub-object only displays the three business B, C, and D.