How to create a new Diagram record type

Overview

You can create a new Diagram record type in TopTeam via the Administration section.

This article explains how to create a new Diagram record type.

Who should read this?

  • TopTeam Users

Step 1. Go to the Administration section and click Configure System Record Types

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Step 2. Click Edit Record Types

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Step 3. Record Type Editor opens, select Custom Diagrams record type

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Step 4. Click the New Record Type drop-down menu and select the wizard option

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Step 5. Create Record Type Wizard opens

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Step 6. Select a Diagram Type from a pre-defined list of templates

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For the next steps of this wizard, refer to the article Creating Custom Record Types.

Step 7. View Action Summary and click Create to create the new Diagram record type

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Step 8. Click Finish to close the wizard

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Step 9. Include the newly created Diagram record type in your Project using Project Wizard

Refer to the article Adding Record Types to TopTeam Project.

NOTE: In Step 4. of the above article, you need to include the newly created Diagram record type in your Project as shown below.

Scroll to the newly created Diagram record type and select it to include it in your Project via Project Wizard

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Data Flows record type is now included in your Project.

Revised: June 9th, 2017