Defining Search and Edit Settings

After you have specified child and record settings, you enter search and edit settings.

To enter search and edit settings:

On the Custom Record Type page, if you want to permit this record type to be searched using the Quick Search portlet on dashboards, check the Allow Quick Search box

This option is not available if the Allow UI Access box is cleared.
If you want to permit this record type to be added using the Quick Add portlet on dashboards, check the Allow Quick Add box. For more information, see Quick Add Portlet.

This option is not available if the Allow UI Access box is cleared.
If you do not want system notes to be created for changes to this record type, clear the Enable System Notes box. By default, system notes are enabled.
If you do not want keywords entered in the global search box in the upper right corner of the page to apply to this record type, clear the Include in Global Search box.
If you do not want this record type to be available for searches in the UI, clear the Include in Search Menu box.

If the Allow UI Access box is cleared, this option is disabled and cannot be changed.
Review the setting for the Enable Optimistic Locking option.

Enabling this option causes the system to check for conflicting updates whenever a user or script attempts to save updates to a custom record entry. If another user or script has saved updates to the same custom record entry during the time that the first user or script was entering updates, an error appears. For more information, see Enabling Optimistic Locking for Custom Records.

Note:
By default, this option is enabled for custom record types created in 2012.2 and later, and disabled for custom record types created prior to that release. You should enable this option.
If available, review the setting for the Enable Inline Editing option.
- This option is available only if the Inline Editing feature has been enabled at Setup > Company > Setup Tasks > Enable Features, on the Company subtab, Data Management area.
- This option is enabled by default.
- When this option is enabled, an Inline Editing switch on list pages for this custom record type is set to on. Users can update record instances quickly by changing data directly in each record row. For more information, see Using Inline Editing.
- When this option is disabled, the Inline Editing switch is not available on list pages for this custom record type. Users must drill down from the list to each record entry to edit it.
To permit the translated display name of custom record instances to be included in saved searches, check the Enable Name Translation box.
To permit the definition of hierarchical relationships between records of this type, check Hierarchy. This hierarchy can be defined either on the parent record entry or on the child record entry. For more information, see Defining Hierarchies among Custom Record Values.
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 top of the page. Also, you can no longer select this kind of record from any lists on entities, items, or transactions.

Before you save the custom record type, the following subtabs display for you to further define your custom records:

Subtabs – Create and arrange subtabs on your custom record type. For more information, see Adding Subtabs to a Custom Record.

Note:

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.
Icon – 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 the custom record types. For more information, see Numbering Custom Record Types.
Permissions – Select the roles you want to access custom record entry forms, choose a default form, and restrict the forms available here. For information, see Setting Permissions for a Custom Record Type and Applying Role-Based Restrictions to Custom Records.

Important:

For these permissions to apply, you must select Use Permission List from the Access Type list.

Links – Create links that take you to the list of record entries for this custom record type and select where to place the links. For more information, see Creating Links to Custom Records.
Managers – Define specific employees as managers of the current record type, which enables the employee to modify the custom record type. When defined as a manager, employees are automatically granted custom record view permission. The custom record view permission permits managers to see the list of custom record types but not drill down on them.

Note:

If an employee has a role that includes the Custom Record Type permission, they have edit access to all custom record types. The Managers subtab enables you to grant permission for an employee to the current record type only.

Translation – (when Multi-Language feature is enabled) Define translations for the custom record type name to be used when users change the language preference. For more information, see Adding Translations for Custom Records.

After you save a custom record type, the following subtabs are added:

Fields – Create and arrange the fields for your custom record type. For more information, see Adding Fields to Custom Record Types.
Forms – Customize and select a preferred entry form for your custom record type. For more information, see Adding Custom Forms for a Record.
Online Forms – Create and manage online forms for your custom record types. For more information, see Adding Custom Online Forms for a Record.
Child Records – If this record type is a parent record, its child records are listed here.
Parent Records – If this record type is a child record, its parent records are listed here.

For information about parent and child records, see Parent-Child Record Relationships , Creating a Parent-Child Relationship, and Using Child Records.

To enter search and edit settings:

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