...
| Info |
|---|
Before proceeding to the next step, it's important to understand what a Model is. |
Steps to create a Record type Model:
Start by creating a layout.
...
Note: If you have created Record Layout, you will have a predefined model, specific to that object, which will be immutable in nature.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
For example, we have created Record Layout specifying Account as object. Thus, we can see account as Model. |
...
Start by knowing a record type model.
| Info |
|---|
Before proceeding to the next step, it's important to understand what a Record Type Model is. |
Click on
+button, to open new model creation screen.
...
Fill the details for the layout:
Type
Object
Label
Name
Record Count
Is Shared?
Offset
Limit
Order By
Do Not Auto Query.
Specify fields to be considered while creation of model, selected fields will be shown below.
...
Specify UI fields which will display value in it on basis of values entered in other fields.
...
Specify filter criteria on the basis of which model will reflect records, by clicking on
+button.
...
Note: Specifying Fields, UI Fields and specifying Criteria is optional.
Click on the Save button.
After saving, you can view your created model in Models.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
For example, we have created an opportunity model for a Record type layout, as shown in fig:  |