Adding members to record type families
If you have created a record type family, you can add record types to it. These record types must include at least one of the fields common to other members of the family.
Procedure
To
add record types to a record type family:
-
In the Schema Repository Explorer view, expand the Record Type Families
folder in your schema and then double-click on a record type family.
The record type family editor opens.
- Click the Members tab to view the Record Family Members list.
- Click Add.
- In the Add/Remove Record Type Family Member window, select the record type family.
- In the Available Record Types list, select the record types to add to the family, click Add, and then click Close.