How to create a Record type Model?

Owned by Content Writers
Last updated: Oct 08, 2024
2 min read

In this section, we will guide you through how to create a model.

Before proceeding to the next step, it's important to understand what a Model is.
Reference: What is Model?

Steps to create a Record type Model:

  1. Start by creating a layout.

Reference: How to create a layout?

  1. Open created layout, and select Models from building blocks at left side.

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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Models

  1. Start by knowing a record type model.

  1. Click on + button, to open new model creation screen.

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Create New Model

  1. Fill the details for the layout:

  • Type

  • Object

  • Label

  • Name

  • Record Count

  • Is Shared?

  • Offset

  • Limit

  • Order By

  • Do Not Auto Query.

  1. Specify fields to be considered while creation of model, selected fields will be shown below.

  1. Specify UI fields which will display value in it on basis of values entered in other fields.

  1. Specify filter criteria by clicking on + button.

  1. Click on the Save button.

  2. After saving, you can view your created model in Models.