Creating the Custom Record Type for Steps in Creating Hierarchical Custom Records
To create the example described in the Steps for Creating Hierarchical Custom Records topic, first, create the custom record type to be used for the hierarchy. In this example, the custom record type is Train Carriage.
To create the custom record type
-
Go to Customization > Lists, Records, & Fields > Record Types > New.
-
In the Name field, enter Train Carriage.
-
Check the Hierarchy box to enable parent-child relationships.
-
Click Save.
Next steps:
-
Creating the Record Instances for Steps in Creating Hierarchical Custom Records
-
Creating the Custom Field for Steps in Creating Hierarchical Custom Records