{"id":33828,"date":"2017-05-19T22:06:08","date_gmt":"2017-05-20T05:06:08","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/33828\/how-to-addremove-record-types-from-project-in-topteam-via-web\/"},"modified":"2020-03-19T02:29:00","modified_gmt":"2020-03-19T09:29:00","slug":"how-to-addremove-record-types-to-a-project-topteam-web","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/33828\/how-to-addremove-record-types-to-a-project-topteam-web\/","title":{"rendered":"How to add\/remove Record Types from a Project (TopTeam Web)"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>Each TopTeam Project can include one or more Record Types that have been defined in <i>TopTeam Repository. <\/i>You need to add (or include) a Record Type in a project, before you can start entering data for that Record Type in your project.<\/p>\n<p>This article describes the steps for adding\/removing Record Types to an existing project using <i>Project Editor.<\/i><\/p>\n<p>You can also add\/remove Record Types in a project using <i>TopTeam Desktop App<\/i>. For more information, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/1897\/addingremoving-record-types-from-topteam-projects\/\" target=\"_blank\" rel=\"noopener\">Adding\/Removing Record Types from TopTeam Projects<\/a>.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Project Admins<\/li>\n<li>TopTeam Administrators<\/li>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<p><span style=\"color: #000000;\">You may need to add\/remove custom Record Types to your project. <\/span>Refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/1833\/creating-custom-record-types\/\" target=\"_blank\" rel=\"noopener\">Creating Custom Record Types<\/a> for more information.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1. Go to Repository Explorer and click Edit Project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34158-media_1486703812392-1.png\" alt=\"wpid34158-media_1486703812392-1.png\" width=\"598\" height=\"642\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2. Project Editor opens<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34160-media_1486704175518-1.png\" alt=\"wpid34160-media_1486704175518-1.png\" width=\"800\" height=\"441\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Adding a Record Type to a Project<\/h3>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1. Select Record Type(s) to be added to the Project and click Add<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34159-media_1486704062527-1.png\" alt=\"wpid34159-media_1486704062527-1.png\" width=\"800\" height=\"441\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2. Click Save to save the changes<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34161-media_1486704389621-1.png\" alt=\"wpid34161-media_1486704389621-1.png\" width=\"800\" height=\"446\" \/><\/div>\n<div class=\"StepInstructions\">\n<p>Record Types are added to the project. Similarly, you can add other Record Types to your project.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Removing a Record Type from a Project<\/h3>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1. Click the cross mark alongside Record Type to be removed from the Project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34162-media_1486704587763-1.png\" alt=\"wpid34162-media_1486704587763-1.png\" width=\"800\" height=\"426\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2. Click Yes to confirm removal of Record Type<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34163-media_1486704749729-1.png\" alt=\"wpid34163-media_1486704749729-1.png\" width=\"800\" height=\"441\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 3. Click Save to save the changes<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34164-media_1486704859137-1.png\" alt=\"wpid34164-media_1486704859137-1.png\" width=\"800\" height=\"441\" \/><\/div>\n<div class=\"StepInstructions\">\n<p>Record Type is removed from the Project. Similarly, you can remove other Record Types from your project.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/33867\/how-to-enforce-turn-on-project-security-topteam-web\/\" target=\"_blank\" rel=\"noopener\">How to enforce (turn ON) Project Security (TopTeam Web)<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/33882\/how-to-grantrevoke-roles-of-project-team-members-topteam-web\/\" target=\"_blank\" rel=\"noopener\">How to grant\/revoke Roles of Project Team Members (TopTeam Web)<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: December 5th, 2018<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Each TopTeam Project can include one or more Record Types that have been defined in TopTeam Repository. You need to add (or include) a Record Type in a project, before you can start entering data for that Record Type in your project. This article describes the steps for adding\/removing Record Types to an existing project using Project Editor. You can also add\/remove Record Types in a project using TopTeam Desktop App. For more information, refer to the article Adding\/Removing Record Types from TopTeam Projects. Who should read this? TopTeam Project Admins TopTeam Administrators TopTeam Users Prerequisites You may need <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[30,29],"class_list":["post-33828","post","type-post","status-publish","format-standard","hentry","category-topteam-web","tag-project","tag-record-type"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-8NC","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/33828","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=33828"}],"version-history":[{"count":13,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/33828\/revisions"}],"predecessor-version":[{"id":49331,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/33828\/revisions\/49331"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=33828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=33828"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=33828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}