Let's start by creating the position record type for standard, non-IT positions. 1. Click Your Name ➤ Setup ➤ Create ➤ Objects.
2. Click Position.
4. In the Record Type Label field, enter Standard Position. When you move your cursor, the value of the Record Type Name field changes to
Standard_Position.
5. In the Description field, enter Record type for all non-IT positions.
6. Select the Active checkbox.
The bottom of the screen lists all your profiles. Here is where we can determine which profiles have access to this record type. All of them are selected by default, but we don't want hiring managers to use this record type.
7. Deselect the Enable for Profile checkbox next to Hiring Manager. 8. Click Next.
9. Leave the Apply one layout to all profiles radio button selected, and select Position Layout in the adjacent drop-down list.
10. Click Save.
The Standard Position record type detail page appears. The page lists the picklist fields found on the record type's associated page layout, the Position Layout.
11. Click Edit next to the Functional Area field.
Since this is the record type for all non-IT positions, let's remove Information Technology from the Functional Area picklist.
12. In the Selected Values box, select Information Technology and use the arrows to move it to the Available Values box.
13. Leave the Default drop-down list set to None, and click Save.
You're done creating your first record type, but it's not quite configured the way we want it. While it omits the Information Technology value in the Functional Area picklist, it still displays the Required Programming Languages section. We'll fix this later when we modify the page layouts for our record types, but first we have to create one more record type.
1. Click Your Name ➤ Setup ➤ Create ➤ Objects. 2. Click Position.
3. In the Record Types related list, click New.
4. In the Record Type Label field, enter IT Position. When you move your cursor, the value of the Record Type Name field changes to IT_Position. 5. In the Description field, enter Record type for all IT positions. 6. Select the Active checkbox.
Once again, the bottom of the screen lists your org's profiles, although this time they are deselected by default. Let's make this the default record type for the Hiring Manager profile. We'll also enable the record type for recruiters, but we won't make it the default for them.
7. Next to Hiring Manager, select the Enable for Profile and Make Default checkboxes.
8. Next to Recruiter, select the Enable for Profile checkbox. 9. Click Next.
We are again given the option to apply different layouts to different profiles. We still need to create the page layout for this record type, though, so we'll have to apply the page layouts later.
10. Leave the Apply one layout to all profiles radio button selected, and select Position Layout in the adjacent drop-down list.
11. Click Save.
The IT Position record type detail page appears. 12. Click Edit next to the Functional Area field.
Since this is the record type for all IT positions, let's remove all the options from the Functional Area picklist except for Information Technology and Miscellaneous. 13. Use the arrows to move the values until the Available Values box only contains
Information Technology and Miscellaneous.
14. In the Default drop-down list, select Information Technology. 15. Click Save.
Both record types are now in place, and both are omitting the picklist values they're supposed to omit. It's time to configure the page layouts for these record types.
We'll need a separate page layout for each record type. Lucky for us, we already have one page layout for the Position object (Position Layout), so we just need to create one more.
1. Click Your Name ➤ Setup ➤ Create ➤ Objects. 2. Click Position.
3. In the Page Layouts related list, click New.
4. In the Existing Page Layout drop-down list, select Position Layout.
Selecting the existing page layout creates a copy on which we can base our new page layout. This saves us from having to create the layout from scratch.
We're done creating our new IT position page layout. Now, let's edit both our new and original page layouts so they display relevant data. Since we're on the IT Position page layout, we'll start with that one.
This page layout already includes the Required Programming Languages section, so we don't need to add that; however, we do want to add the Record Type field to the page layout so users will instantly be able to tell what type of position record they're editing.
6. Select the Fields category in the palette, then drag the Record Type field to just below the Last Modified By field.
7. Click Save.
Now, let's edit the Position Layout page layout. This is the layout we'll use for our Standard Position record type, so we'll want to remove the Required Programming Languages section.
1. Click Your Name ➤ Setup ➤ Create ➤ Objects. 2. Click Position.
3. In the Page Layouts related list, click Edit next to Position Layout.
4. Click the X ( ) in the upper right corner of the Required Programming Languages section.
We'll want to add the Record Type field to this page layout as well.
5. Select the Fields category in the palette, then drag the Record Type field and drag it to just below the Last Modified By field.
6. Click Save.
We're on the verge of finishing! There's just one more easy task to complete: assigning our Position page layouts to our new record types.
Assigning page layouts is easy because you can make all of the assignments for an object on a single page.
1. Click Your Name ➤ Setup ➤ Create ➤ Objects. 2. Click Position.
3. In either the Page Layouts related list or Record Types related list, click Page Layout Assignment.
4. Click Edit Assignment.
A table shows the Position page layout assignments for all of the different profile and position record type combinations. In the table, you can select the profile and position record type combinations you want to change. Use SHIFT+click to select a range of cells or CTRL+click to select multiple cells at once. Use the drop-down list above the table to indicate the page layout to which you want to reassign your selections.
5. Click the IT Position column heading. This selects all of the values in the IT Position record type column.
6. Select IT Position Layout in the Page Layout To Use drop-down list. 7. Click Save.
Your record types are good to go!