Overview
Each TopTeam Project can include one or more Record Types that have been defined in TopTeam Repository. You need to add (or include) a Record Type in a project, before you can start entering data for that Record Type in your project.
This article describes the steps for adding/removing Record Types to an existing project using Project Editor.
You can also add/remove Record Types in a project using TopTeam Desktop App. For more information, refer to the article Adding/Removing Record Types from TopTeam Projects.
Who should read this?
- TopTeam Project Admins
- TopTeam Administrators
- TopTeam Users
Prerequisites
You may need to add/remove custom Record Types to your project. Refer to the article Creating Custom Record Types for more information.
Step 1. Go to Repository Explorer and click Edit Project
Step 2. Project Editor opens
Adding a Record Type to a Project
Step 1. Select Record Type(s) to be added to the Project and click Add
Step 2. Click Save to save the changes
Record Types are added to the project. Similarly, you can add other Record Types to your project.
Removing a Record Type from a Project
Step 1. Click the cross mark alongside Record Type to be removed from the Project
Step 2. Click Yes to confirm removal of Record Type
Step 3. Click Save to save the changes
Record Type is removed from the Project. Similarly, you can remove other Record Types from your project.
See Also
Revised: December 5th, 2018
