Content Manager 25.1 Content Manager

# Options Record Types page

The Options - Record Types page enables you to set the order in which Record Types will be displayed when you are creating a new record. This allows you to display your most frequently used Record Types at the top of the list of Record Types, in an order that you set.

To enable this option, select Display the following favorite record types first.

- Add - click Add to display the Select from Record Types dialogue. In this dialogue, search for and tag the Record Types you want to make available at the top of the list of Record Types.
- Remove - click Remove to delete the selected Record Type from the list.
- Up and Down - click these buttons to move the selected Record Type's position in the display list.

If required, additional Record Types can be added to this display list. This can be done by either creating a new Saved Search or selecting from an existing Saved Record Type Search. From the Then, display record types matching the following saved search field:

1. From the drop-down, or using the KwikSelect, select an existing Saved Record Type Search; or create a new Saved Search
2. Click Create. The Search for Record Types dialogue is displayed.
3. Add the search method(s) and criteria required to find the Record Types you want to add to your display list, click OK. The New Saved Search dialogue is displayed.
4. Complete the Saved Search form and click OK. The new Saved Search will be displayed in the field.

To apply these Record Type display settings, click OK on the Content Manager options dialogue.

The Record Type display settings will be available where ever a list of Record Types is displayed for the purpose of choosing a Record Type for creating a record, e.g. creating a new record, creating a Check in Style and so on. The order will be those that you selected first, then those that match your selected Saved Search (if applicable), and then followed by all other Record Types.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Options Record Types page