Creating Custom Record Types

To create a custom record type, perform the following steps:

  1. Creating a New Custom Record Type.

  2. Entering Name and Display Settings.

  3. Specifying Permission and UI Settings.

  4. Configuring File and Child Record Settings.

  5. Defining Search and Edit Settings.

  6. To create a custom record type, click Save.

Note:

To enable QuickViews for your custom record, use form customization for the custom record. For details, see Configuring QuickViews for Custom Records.

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

Note:

To save time, create and arrange subtabs for your custom records before defining your custom fields.

Important:

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

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.

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

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

Custom Records
Parent-Child Record Relationships
Sourcing with Custom Records
Updating Custom Record Types
Using Custom Record Entries

General Notices