Create and configure custom application and record type

In addition to managing existing applications and records, you can also create custom applications using the Menu tab of the Studio.

To create an application and its record type, follow these steps:

1. Open Administration > Configuration > Studio.
2. Click the MENU tab.
3. Select a Category, click Add in the Application panel.

4. Enter the following fields:

   • Application name, the name of the application, with the suffix _c, indicating that it is a custom application.
   • Multilingual title, the display name on the Application panel and Service Management menu.
   • Multilingual header, the menu header.
   • Insert after, where you want to place the application.
5. Select the application you created, then click Add in the Record type panel.

6. Enter the following fields:

   • Record type, the name of the record type, with the suffix _c, indicating that it is a custom record type.
   • Multilingual label, the label of the right side panel when you select a record.
   • Display name (sub menu), the sub menu header.
   • Display name (browser), the display name of the browser tab.
   • Insert after, where you want to place the record type.

   • Primary key define, the primary key of this record type, you can choose to have no primary key, use DisplayLabel as the primary key, or create a new field as the primary key.

Configure Forms of the record type

After a record type is created, the following three forms must be defined before you can activate the record type.

• New form
• Preview form
• Full form

Refer to Forms for more information about how to define forms.

Configure processes and rules of the record type

After a record type is created, processes and business rules must be defined for the record type before you can activate the record type.

Refer to Processes and Rules for more information about how to define processes and rules.

Activate the application and record type

After the workflow and forms are configured, you can go back to the Menu tab of the Studio, click Activate in the drop-down list of the record type. The application will show up on the main menu.