The Record Type page shows the Name of the Record Type, all the Business Functions with that Record Type on the Schedule, the Specific Retention Period for each Business Function and the Status.
Edit Description, Record Type Code or Trigger within a Record Type
When on the Record Type page, you have the ability to edit the Description, Trigger or Record Type Code. Follow the steps below to make these updates.
Click the Edit Button on the top right.
A new pop up window will appear, to make the necessary edits.
NOTE: All changes you make on this page will affect all Business Functions with this same Record Type, a the bottom of the window you can see the Business Functions that also include this Record Type.
Individual Record Type Print
Modified on: Mon, Jul 11, 2022 at 7:35 AM
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