Content Manager 23.3 Content Manager

Modifying Record Types

Once a Record Type has been created, you can modify it.

The same dialogue boxes that you see when creating a new Record Type appear in tabs.

From the Manage ribbon, select Record Types.
A list of Record Types appears.
Right-click the Record Type you want to modify and select Properties.
The Record Type dialogue box contains tabs that enable you to modify the Record Type configuration.
Select the page with the data you want to modify and make your changes
Click OK to save the changes

NOTE:

Modifying a Record Type's numbering pattern does not affect existing records created with that Record Type
Modifying a Record Type's titling method changes all record titles of existing records created with the Record Type and Content Manager displays a message box asking you to confirm the change.
When you change a Record Type's titling method from Classification to another method when the numbering pattern is also Based on Classification, Content Manager keeps the Classification field mandatory on the New Record form for numbering.
To make Classification optional or remove it from the New Record form, remove the numbering pattern Based on Classification first.

See Applying Access Controls to functions for details about how to restrict access to a selected Record Type.