Create Custom Record Type
Step 1. Click the gear icon and select Setup.
Step 2. Go to Object Manager, enter text Opportunity in the search bar, and click Opportunity.
Step 3. In Opportunity Object Manager, go to Record Types and click New.
Step 4. Enter Record Type - Label and Name.
Step 4.1. Select a Sales Process.
Step 4.2. Select the Active checkbox.
Step 5. Select the Enable for Profile checkboxes, as per your requirements and click Next.
Step 6. Select a Page Layout for the new Record Type.
Alternatively, you can also create a new Page Layout and assign it to your newly created Record Type from Object Manager.
Step 7. Scroll down and click Save.
Record Type is created.
Enter Custom Settings for New Record Type
Step 8. Go back to Setup.
Step 9. Enter text custom settings in the search bar and click Custom Settings.
Step 10. In Custom Settings, scroll down and click TM_RecordTypeSetting.
Step 11. Click Manage.
Step 12. Click New.
Step 13. Enter Name, Order, Record Type API Name, Record Type Id, and Record Type Label.
Ensure that the details you enter here are the same as in the new Record Type, which was just created.
Step 13.1. Select the Active checkbox.
Step 13.2. Enter App API as FedCapture:TM_FedCapture.
To get Record Type Id perform the following steps.
Step 13.3. Go to the new Record Type page and copy its link from the browser.
Step 13.4. Paste the link into an application such as Notepad and copy Record Type Id from it.
Ensure that the Record Type Id you copy is a 15-character alphanumeric number.
Note that this Id starts with 012 and is located after text RecordTypes/. The shown Id will usually contain 18 characters, ensure that you drop the last three characters before the ‘/’.
Step 13.5. Paste this Id in the Record Type Id field of step 13 and click Save.
Custom Settings for the new Record Type are completed.
NOTE
To view a new Record Type you must first set up a Page Layout for the new Record Type.
For information on how to customize the Page Layout of a Record Type, refer to the Growth Module TechnoMile Suite - Customizing Page Layout Guide.
Create an Opportunity Record
Step 14. Open App Launcher.
Step 15. Enter text opportunities in the search bar and click Opportunities in search results.
Step 16. In Opportunities page, click Opportunities and select New Opportunity.
New Opportunity Record Type displays in selection as shown below.
