Updating Custom Record Types

If you no longer need a custom record type, you can inactivate or delete the custom record type.

Inactivating a Custom Record Type

If a custom record type is not actively being used, you can inactivate it. The custom record type becomes inactive but is not deleted.

To inactivate a custom record type:

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

  2. At the top of the page, check the Show Inactives box.

  3. Check the box in the Inactive column next to the record type you want to inactivate.

  4. Click Submit.

Deleting a Custom Record Type

If a custom record type is not being used by any custom fields or workflows and is no longer needed, you can delete it.

To delete a custom record type:

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

  2. In the Edit column, click the name of the custom record type you want to delete.

  3. In the Actions menu, click Delete.

After the deletion, the list of custom records no longer includes the deleted record type.

Important:

You cannot delete a custom record type that is used by any custom fields or workflows. When you attempt to delete a custom record type that has this kind of dependency, you receive error messages with lists of custom field names, custom workflow names, or both that depend on the custom record. You must delete any dependent custom fields and workflows before you can delete the record type.

Related Topics

General Notices