Creating Custom Record Types
• When this option is disabled, the Inline Editing switch is not available on list pages
for this custom record type, and users must drill down from the list to each individual
record in order to edit it.
24. Note that if you check the Inactive box, this record type no longer appears on the Record
Types list unless you check the Show Inactives box at the bottom of the page. Also, you can
no longer select this kind of record from any lists on entities, items or transactions.
25. Click Save.
Before you save the custom record type, the following subtabs are displayed for you to further
define your custom records:
• Subtabs – Create and arrange subtabs for your custom record type. For information, see
Adding Subtabs to a Custom Record.
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.
For more information, see Applying Custom Sublists to Custom Record Types.
• Icons – 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 QuickViews. You
can choose from built-in icons or create your own custom icon.
For more information, see Choosing an Icon for a Custom Record.
• Numbering – Specify the numbering format for custom records types. For information,
see Numbering Custom Record Types.
• Permissions – Choose the roles you want to access custom record entry forms, choose
a default form and restrict the forms available here. For information, see Setting Up a
Permissions List for a Custom Record Type.
You must choose Use Permission List in the Access Type dropdown for these
permissions to take affect.
• Links – Create links that take you to the list of record entries for this custom record type
and choose where to place the links. For information, see Creating Links to Custom
• Managers – Define specific employees as managers of the current record type. This allows
them to modify the custom record type. When defined as a manager, the employee is
automatically granted custom record view permission. This allows them to see the list of
custom record types but NOT drill down on them.