Equipment Service Example using Custom Record Types

This topics in this section provide a high-level overview of the process for creating a custom record type. For general information about custom record types, see Record Types.

In this scenario, we'll assume your company needs to track information about computer and electronics equipment.

Complete the following steps:

  1. Creating the Equipment Custom Record Type for the Equipment Service Example

  2. Creating the Parent-Child Relationship for the Equipment Service Example

  3. Creating a New Service Record Instance for the Equipment Service Example

  4. Customizing the Form Used to Enter Custom Records for the Equipment Service Example

Related Topics

General Notices