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Record Types Tab Table

 
Record Types Tab Table
1

Select Checkbox

1. Select Checkbox
Place a check in the box to select several lines and then click the Edit button in the Record Types Tab Toolbar to apply a single choice in the Template field to many lines at once. The Select checkbox can also be edited by clicking and dragging on multiple lines in the table and by checking or unchecking the Select All checkbox in the header of the table.
2

Record Type Field

2. Record Type Field
Read only. The Template field choice will be applied to all records of this type at the selected level.
3

Module Field

3. Module Field
Read only. The module of the record type.
4

Level Field

4. Level Field
Select a level -- System, Program, or Project -- from the list. This filters the list in the Template field.
5

Template Field

5. Template Field
The choice in this field determines what will happen for every record of the record type for the selected level (see Select Level Bar). The options that appear in this list will vary, depending on the selected level, the record type and the business processes you have created but may include:
  • (Use System Default) - this applies the same template selection for the record type that is made at the (System) level (see Select Level Bar)
  • (Use Program Default) - this applies the same template selection for the record type that is made at the level of the project's program
  • (Do Not Use Workflow) - no record of this type at the selected level will use workflow. The Workflow tab will not appear in those records and no workflow related actions will take place for them.
  • [your business processes] - all of the custom business processes that are eligible to be used in conjunction with the record type at the selected level will appear here. The Workflow Tab will appear in all records of this type at the selected level and users will have to follow the business process selected here in order to change the record's Status field.
6

BPM Link

6. BPM Link
Clicking this link navigates to the selected business Process.