Working with Record Types

You can perform various tasks within the record type lists of a module. This section describes those tasks including searching, filtering, and enabling record types. This section also provides instructions on how to access online help.

Topics

Searching for Record Types

You can search for a record type by name. The record type search for each module returns results instantly when you enter any partial search criteria into the search window. For example, if you start typing a word that begins with the letter Co, Civic Platform returns all record types with a name beginning with Co.

To search for a record type

  1. Access the Record Type Administration portlet (Accessing Record Type Administration).

  2. Expand the module to reveal the associated record types.

  3. Civic Platform supports quick search for record type aliases. Begin typing your search criteria in the search window. For example, Co.

    Civic Platform returns a list of record types meeting the search criteria.



Filtering a Record Type List

You can filter record types to easily access record type information.

To filter record types list

  1. Access the Record Type Administration portlet (Accessing Record Type Administration).

  2. Expand any module to reveal the associated record types.

  3. Click Set Filters.

    Civic Platform displays the filtering options

  4. Expand the navigation tree to expose record types for each module.

  5. Select which record types you want to display.



  6. Click Apply Filters.

    Civic Platform filters the record types based on the filter settings.

Enabling or Disabling Record Types

A record type that requires you to enable it for a module displays an Action button. Click the Action button in the row of the record type to display the available options.

To enable a record type

  1. Access the Record Type Administration portlet (Accessing Record Type Administration).

  2. Expand the module to display the associated record types.

  3. Locate the record type you want to enable or disable.

  4. Click the Action button and choose one of the following:



    • Choose Enable from the drop-down list to enable the record type in the module.

    • Choose Disable from the drop-down list to disable the record type from the module.

      Civic Platform enables or disables the record type for the module.

Accessing Online Help for Record Types

You can access online help for Record Types by clicking the help button in the upper right corner of the portlet.

To access online help for record types

  1. Access the Record Type Administration portlet (Accessing Record Type Administration).

  2. Click the online help button on the corner of the page to access online help.

    Civic Platform displays the help topic on record type configuration information.