Record type families

You can group state-based record types that have at least one common field to create a record type family. Record type families permit users to run a single query across multiple record types. These common fields are the only fields that can be used to query the record type family.

If you want to create a family of record types that do not contain common fields, you must add these fields. The common fields must have the same name and be of the same data type. For example, to group a Defect record type and an Enhancement record type, you can use the Description field in each record type as the common field, if that field is the same data type in both record types (for example, short string). To add fields to a record type and to define the data type, see Working with fields.

In the client, record types and record type families appear in the same window when a user clicks Query > New Query. To assist users, adopt a naming convention that distinguishes record types from record type families.

You can remove members from a record type family and rename or remove the family itself. If you rename a record type, you must also change its name in any hooks that reference it.