Configuring a Package Structure (Desktop App) – TopTeam Requirements – Guides & Knowledgebase

Configuring a Package Structure (Desktop App)

Overview

A defined Package Structure can be modified easily as required using the Configure Package Structure editor in the Administration section.

You can do the following configurations:

Create, change or delete parent-child relationships between record types
Modify hierarchy or traceability rules

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 editor opens, select a Package Structure

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NOTE: You cannot edit Package Structures that are system defined.

Configure Package Structure editor opens

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

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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The selected record type has been added to the Package Structure

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Step 7. Change parent-child relationship via drag-and-drop

Step 7.1. You will be asked for defining a Hierarchy Rule each time you add child record type or change the parent record type

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Parent has been changed for the selected record type

Step 8. Modify a defined Hierarchy Rule

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You can also select a record type and click Edit Node on the toolbar.

Step 8.1. Select desired Link Type

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Step 8.2. Click Apply

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Linking rule has been modified

Step 9. Delete a record type node from the hierarchy

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Record type has been deleted from the hierarchy

Related Articles

Defining a Package Structure

Revised: November 3^rd, 2020