Using Define Record Type States Editor

The Define Record Type States editor is used for configuring what State (or “status”) a record can be in. These States can be customized completely to meet your organizational processes and custom workflows.

You can access this editor from Administration > Configure Record Type States & Workflow > Configure States for Record Types. Refer to the image below.

Define Record Type States editor

You can access online help for the Define Record Type States editor from the link below:

Video – Defining Record Type States

Customizing System Wide Master States