Modify or rename a record category type - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

To change an existing record category type, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Records > Record Category Types.
  3. In the right pane, on the record category types tab, select the record category type you want to modify and click Modify.
  4. On the General tab, do the following actions:
    • Optional. In the Name box, type in a new name.
    • Optional. In the Description box, change the description as needed.
    • Select the Is active check box to make the record category type active or clear the check box to make the record category type inactive.
    If the record category type is inactive, you cannot assign it to a record category. Existing records of this record category type are not affected by making the record category type inactive. For example, the record still returns in a records search.
  5. Click the Custom Properties tab and modify the custom properties as needed.
    1. To filter the custom properties in the Available list, in By Type, select the type of properties you want to display.
    2. To add a custom property, in the Available list, select a custom property and click Add.
    3. To make the custom property required, in the Added list, click the first column of a custom property to add the icon or click the icon to remove the requirement.
    4. To change the order of a custom property, in the Added list, click Move Up or Move Down.
    5. To remove a custom property from the list, in the Added list, select a custom property and then click Remove.
  6. Click OK.
  7. In the confirmation box, click Yes.