To create a new record type, complete the following steps.
- In Management Console, in the left pane, under Select Department, select a department from the list.
- In the left pane, click .
- In the right pane, on the Record Types tab, click New.
- In the selected row under Name, type a name for the record type and press ENTER.
- Select the new record type and click Modify.
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In the Record Type dialog box, on
the General tab, do the following:
- Optional. In the Name box, type in a new name.
- Optional. In the Description box, type a description of the record type.
- Ensure Is active is selected.
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Optional. Click the Custom Properties tab,
and add custom properties to the record type as follows:
- To restrict the rows displayed in the Available list to a single data type, in By type, select the type you want.
- In the Available list, select a custom property and click Add.
- Optional. To make the custom property required, in the Added list, click the first column of a custom property to add the icon.
- In the Added list, click Move Up or Move Down to change the order of the custom properties. For example, you can move the most commonly used custom properties to the top of the list.
- Click OK.