Defining a Package Structure (Desktop App)

Overview

Package Structures enable you to define a hierarchy of Record Types.

You can do the following configurations:

Create parent-child relationships between record types
Define Traceability that should be created between parent and child records
Create a hierarchy of same record types

Prerequisites

You must be a System Administrator or have Manage Package Structures permissions to configure Package Structures.

Step 1. Open the Administration section

Step 2. Click Configure System Record Types

Step 3. Click Define Package Structures

Step 4. Define Package Structures opens, click New to define new package structure

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Configure Package Structure Wizard starts

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Step 5. Drag-and-drop record types to define a hierarchy

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Step 6. Define Hierarchy Rule or linking rule

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Traces Into link is created automatically. However, you can select the desired Link Type.

Step 6.1. Select a Link Type

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Step 6.2. If the selected linking rule is not defined between record types, you can define the rule using Configure Record Type Traceability Rules editor

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For more details, refer to the article Configuring Traceability Schema/Rules for Record Types.

Step 6.3. Click Apply

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Step 7. You can create a hierarchy of the same record types

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Step 7.1. Define Hierarchy Rule

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Hierarchy has been created between the same record types

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The selected record types are added to the Package Structure

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Step 8. Specify constraints for record creation in the package structure

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Step 9. Enter Name and Description (optional)

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Step 10. Package Structure has been defined successfully

Once creating a Package Structure, you can edit its hierarchy rules. To learn more, click here.

Revised: November 3^rd, 2020