Record Type Fields

To configure the record type fields, follow the steps below.

1. Select a record category i.e., Incident, CAPA and Action Item, etc., expand the parent and sub-folders, and select the desired record type.

   

2. Click on the Record Type Fields tab and uncheck the Inherit from (parent record) checkbox.

   

   Note: If the ‘Inherit from (parent record)’ checkbox is checked, the record type will inherit the same configurations of its parent record.

3. Check or uncheck the ‘Required’ and ‘Visible’ checkboxes to determine whether the field should be mandatory and/or visible, respectively and click on the Save button.