Steps for Creating Hierarchical Custom Records
This example describes the steps for creating a hierarchical custom record for the train carriage scenario described in Hierarchy of Parent-Child Instances of the Same Record Type, which you should read before continuing. For this example, all record instances are created using a single custom record.
Complete the following steps:
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Creating the Custom Record Type
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Creating the Record Instances
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Creating the Custom Field
Creating the Custom Record Type
First, create the custom record type to be used for the hierarchy. In this example, the custom record type is Train Carriage.
To create the custom record type
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Go to Customization > Lists, Records, & Fields > Record Types > New.
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In the Name field, enter Train Carriage.
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Check the Hierarchy box to enable parent-child relationships.
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Click Save.
Creating the Record Instances
For this example, assume your company has multiple locomotives, each with associated wagons. The following steps create record instances for one locomotive and its wagons.
To create the record instances:
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From the Record Types page, locate Train Carriage and click New Record.
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In the Name field, enter Locomotive 1 (the parent record).
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Leave the Parent field blank.
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Click Save & New.
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In the Name field, enter Wagon 2 (the first child record instance).
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In the Parent field, select Locomotive 1.
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Click Save & New.
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In the Name field, enter Wagon 3 (the second child record instance).
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In the Parent field, select Locomotive 1 : Wagon 2.
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Click Save & New.
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In the Name field, enter Wagon Last (the final child record).
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In the Parent field, select Locomotive 1 : Wagon 2 : Wagon 3.
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Click Save.
The final list of record instances looks like this:
Creating the Custom Field
Now, create the custom field that will be used on forms. For this example, the following steps create a custom entity field.
To create the custom field:
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Go to Customization > Lists, Records, & Fields > Entity Fields > New.
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In the Label field, enter Train Carriage.
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In the Type field, select List/Record.
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In the List/Record field, select Train Carriage.
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On the Applies To subtab, select where the field should apply. For this example, check Customer and Project.
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Click the Display subtab.
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In the Subtab field, select where you want the field to appear. For this example, select Main.
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Click Save.
You can now add this field to your forms as needed. For more information, see Configuring Fields or Screens.
The field on a form looks similar to this:
