Creating a New Custom Record Type

You can create new custom record types, as needed.

To create a new custom record type

  1. Go to Customization > Lists, Records, & Fields > Record Types > New.

    Note:

    The custom record type is created after you enter information in all required fields, and then click Save.

  2. See Entering Name and Display Settings.

You can use SuiteCloud Development Framework (SDF) to manage custom record types as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework Overview. You can use the Copy to Account feature to copy an individual custom record type to another of your accounts. Each custom record type page has a clickable Copy to Account option in the upper right corner. For information about Copy to Account, see Copy to Account Overview.

Related Topics

Creating Custom Record Types
Entering Name and Display Settings
Specifying Permission and UI Settings
Configuring File and Child Record Settings
Defining Search and Edit Settings
Adding Fields to Custom Record Types
Limiting Search Access to Custom Records
Applying Role-Based Restrictions to Custom Records
Adding Subtabs to a Custom Record
Choosing an Icon for a Custom Record
Numbering Custom Record Types
Adding Custom Forms for a Record
Online Custom Record Forms
Setting Up a Permissions List for a Custom Record Type
Creating Links to Custom Records
Adding Translations for Custom Records

General Notices