Room Settings

The Record Type Management in the Room Settings allows Admin users to enable the creation, management, and configuration of record types. The Record Types Management settings page displays a structured interface to manage record types and their associated forms, workflows, and field settings. Record types are displayed in a tree structure, categorized by pre-defined categories based on forms with the main topic type.

To access the Record Types Management settings page, follow the steps below.

1. Click on the Modules dropdown and select the Settings module.

   

2. From the Settings, select the Record Types Management from the left-hand navigation pane.