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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.
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Open created layout, and select Models from building blocks at left side to configure the layout.
Note: If you have created Record Layout, you will have a predefined model, specific to that object, which will be immutable in nature.
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Specify UI fields which will display value in it on basis of values entered in other fields.
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Specify filter criteria on the basis of which model will reflect records, by clicking on
+button.
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Note: Specifying Fields, UI Fields and specifying Criteria is optional.
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