Custom Record Types Associated with a Custom Segment

On the Record Types list page, the custom segment name in the Segment column means that the custom record type is associated with a custom segment.

Sample Record Types list page.

The custom record has the same name as the custom segment.

The associated custom record type stores the segment values and related fields. Use the AI Description field on this custom record type to describe what the values represent and how the related fields are used. AI features can use this description to interpret the custom record.

Sample Custom Record Type page in edit mode.

When editing a custom record that's associated with a custom segment, keep the following in mind:

In the AI description field, describe what the custom segment's values represent. Include any field relationships needed to understand those values. For general guidance, see Guidelines for Writing an AI Description.

When you add a new field to the record, it appears as a column on the Values subtab of the custom segment definition page.

Sample custom record Display subtab. Sample Custom Segment defiintion page showing a new column on the Values subtab.

Related Topics

General Notices