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In this section, you can see various option options while creation model for record types let’s understand each:

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  • Form Component

  • Table Component

  • Repeater Component

  • Workflow Actions

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Note: If you use any model fields in the components mentioned above, in workflow actions, or in criteria such as conditional visibility, disability & read-only settings, or required fields, ensure that the field is added to the highlighted selection panel below.

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UI Fields:

In this section, Whenever you want to display a value in a field based on certain values entered in other fields, and you desire to exhibit this on the UI in real-time without saving the record in objects, UI Fields helps you with achieving the requirement.

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For example, Upon entering the first name and last name, if you desire to display the full name on the UI by concatenating these two fields without saving the record first to preview the appearance, you can utilize the UI field for this purpose.

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Note: You can source merge text not only from model fields but also from various other sources, such as:

  • Models

  • Various

  • Local Storage Key

  • Cookie Key, etc.

Attribute

Description

Label

Provide a label or name for the field.

Name

Assign a unique API name to the field.

Merge Text

Specify the fields whose values you want to display. You can include multiple fields and perform operations such as concatenating field values or performing mathematical operations like addition and subtraction.

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Include Page
Merge Text Config
Merge Text Config

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Source Type

Description

Static

Use this option to provide a fixed static value.

Model

Choose the field from other models whose value you want to compare.

Variable

Select from the variables created in the layout whose value you want to compare.

User

You can also select fields from the current logged-in user in your organization to compare with model field

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Note: The "User" source refers to the currently logged-in user in your organization. For example, if you compare the contact's First Name field with the logged-in user's First Name, the system will compare the names every time a user logs in. If a match is found, the corresponding contact record will be retrieved; otherwise, no record will be returned.

Null

The Null option will check if the selected model field has no value at all, meaning the field is completely empty and hasn't been populated with any data.

Blank

The Blank option will check if the selected model field has been populated with a blank or empty value, such as an empty string.

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For example, when a text field contains no characters but is still considered "filled" with an empty value or empty string.