Enabling record types for integrations

Some packages enable existing record types in a schema. When you install these packages, you can select the record types to enable for the package. If you add a new record type after adding the package, you can use the Designer to enable the new record type with the package functionality.

See Compass integration packages for a list of packages and the record types that they modify.

To enable package functionality for a new record type:

  1. Start the Designer.
  2. Right-click on a schema version in the HCL Compass Schema Repository Explorer view and click Packages > Setup Record Types for Packages.
  3. Select a record type from the Record Types list.
  4. Select the packages that you want to enable for the record type from the Available Packages list.