Creating New Record Types

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Record Types help you to configure different business processes, page layouts, and picklist values for any object.  Creating custom Record Types is a great way to customize Rethink to accurately represent your processes and workflows. By adding various Record Types, we can introduce a greater variety of choices for your layouts. For instance, if you help tenants rent locations for restaurants and hotel chains, it would be useful to create a "Hospitality" record type within the Property object. 

Although custom Record Types can be created in any object, this help article demonstrates how to create one for Properties. The Record Types that are available out-of-the-box for Properties include: Office, Industrial, Land, Multifamily, Portfolio, and Retail.

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1. Go to Setup 

 

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2. Click on Object Manager 

 

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3. Select the desired object.  In this example, we'll choose Property

 

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4. Go to Record Type on the left, then click New

 

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5. Enter a name in Record Type Label for the new Record Type.  In this example, we'll create a new Record Type called 'Miscellaneous'.  

 

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6. Complete all required fields (e.g. Existing Record Type, Record Type Label, and Record Type Name). To clone an existing Record Type, select it from the drop-down list under Existing Record Type.  Otherwise, to create a new (blank) Record Type, select Master.

 

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7. Select Active, then select the profile types this Record Type will be visible to.  Click Next when done.

 

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8. Select Property Layout and click Save

 

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9. Click on Record Types again on the left and click the Page Layout Assignment button

 

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10. Click Edit Assignment and select the appropriate profiles types for the new Record Type by clicking on "Not Assigned" to assign, then click Save

 

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11. Next, click on Page Layouts on the left and click on the newly added Record Type under Page Layout Name

 

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12. Here is where you will add all the fields you want to include in the Record Type.  Simply drag and drop the fields onto the sections below, then click Save.

 

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13. To ensure it is available for all users or selected profiles, go to Setup Profiles 

14. Next, select a user profile, scroll down to Custom Record Type Settings, then select Edit next to the object in question.  

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15. You will see the new Record Type.  Click add to move it to the Selected Record Types box to be available for that specific user profile 

 

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16. Once it has been added, click Save. You have now successfully created and added a new property Record Type. 

 

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Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about creating new record types.

 

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