The record type (transaction type) label groups records in an object and enables you to distinguish one transaction from another. Quotes, contracts, orders, products, accounts, and other transaction types commonly used in commercial transactions may be associated with a distinct business process that adheres to a defined workflow and includes a distinct experience. Identifying the transaction type is a critical step for business users, often the first step in the business process.

Below are examples of when record types may be needed:

  • Commonly needed account types, such as customer and partner accounts.
  • Opportunity types from different revenue streams, such as online and retail.
  • Contract types such as nondisclosure agreements (NDAs), master service agreements (MSAs),  and statements of work (SOWs).

When you create a new object, the RecordType field appears as a picklist in the Picklist tab. You can add picklist values for the RecordType field based on your business process and flow. When you enter a picklist value into the RecordType picklist field, it is added to the object's field list.

The RecordType field cannot be deprecated; however, any picklist value can.

To add picklist values

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Schema Manager.
  3. Use basic search to find the object you will update. Click the object name to open object details.
  4. Go to the Picklist tab.
  5. Click the More () icon for the RecordType picklist entry from the list and select Edit.
  6. Click the Add PickList Entry link to add picklist values.
  7. Enter the display text and default value in the Display Text and Value fields. The display text can be anything that identifies the picklist option and will appear in the Value field as the default value. The value is the displayed value in the picklist.

  8. Order the picklist entries by entering a value in the Sequence field.

  9. Click the Add PickList Entry link to add more entries.
  10. When you're done adding entries, click Save.

The picklist entry must have a unique value and sequence.

To update the picklist values

  1. Click the More () icon for the relevant record type picklist entry from the record type list and select Edit.
  2. Edit the Display Text and Sequence fields.
  3. Enable the Is Deprecated toggle to deprecate the picklist entry.
  4. To add a new picklist entry, click the Add PickList Entry link.
  5. When you are done adding new picklist entries, click Save.