Overview<\/h3>\n\nYou can create a new Collections<\/i> record type in TopTeam<\/i> via the Administration<\/i> section, to meet your organization\u2019s specific needs.<\/p>\n
This article explains how to create a new Collections<\/i> record type.<\/p>\n<\/div>\n<\/div>\n\nWho should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n
- TopTeam Users<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n
Step 1. Go to the Administration section and click Configure System Record Types<\/h3>\n![\"wpid38253-media_1461218701481-1-1.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
<\/div>\n<\/div>\n\nStep 2. Click Edit Record Types<\/h3>\n<\/div>\n<\/div>\n\nStep 3. Record Type Editor opens, select Collections record type<\/h3>\n<\/div>\n<\/div>\n\nStep 4. Click the New Record Type drop-down menu and select the wizard option<\/h3>\n<\/div>\n\nNOTE<\/strong>: To include other record types in your Collection<\/i>, you must create your Collection<\/i> via the New Record Type using Wizard…<\/i> option only.<\/p>\n<\/div>\n<\/div>\n\nStep 5. Create Record Type Wizard opens<\/h3>\n<\/div>\n<\/div>\n\nStep 6. Enter a Name for the Record Type<\/h3>\n<\/div>\n\nFor the next steps of this wizard, refer to the article Creating Custom Record Types.<\/a><\/p>\n<\/div>\n<\/div>\n\nStep 7. Select Record Types that you want to allow to be included in this Collection<\/h3>\n<\/div>\n<\/div>\n\nStep 8. Specify if you want to include the collection type in Global Project<\/h3>\n<\/div>\n<\/div>\n\nStep 9. View Action Summary and click Create to create the new Collections Record Type<\/h3>\n<\/div>\n<\/div>\n\nStep 10. Collections record type has been created<\/h3>\n<\/div>\n\nClick Finish<\/strong> to exit the wizard.<\/p>\nNOTE: You may need to edit the newly created Collections<\/i> record type such as to add\/remove other record types from it.<\/strong><\/p>\n<\/div>\n<\/div>\n\nTo edit the newly created Record Type, click Edit… in the Record Type Editor toolbar<\/h3>\n<\/div>\n<\/div>\n\nStep 11. Include the newly created Collections record type in your Project using Project Wizard<\/h3>\n\nRefer to Step 4.<\/i> of the article Adding Record Types to TopTeam Project<\/a> to include the newly created Collections<\/i> record type in your Project,<\/i> as shown below.<\/p>\n<\/div>\n<\/div>\n\nGo to Include\/Exclude Record Types from the Project page in Project Wizard and select the newly created Collections record type to include it in your Project<\/h3>\n<\/div>\n\nProducts<\/i> record type has been included in your Project<\/i>.<\/p>\n<\/div>\n<\/div>\n\nSee Also<\/h3>\n\nUsing Collections in TopTeam<\/a>
\nHow to add Collection Field in a Detail Editor<\/a>
\nHow to add and remove records from a Collection<\/a><\/p>\n<\/div>\n<\/div>\n\n\nRevised: February 11th, 2019<\/p>\n<\/div>\n<\/div>\n<\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview You can create a new Collections record type in TopTeam via the Administration section, to meet your organization\u2019s specific needs. This article explains how to create a new Collections record type. Who should read this? TopTeam Administrators TopTeam Users Step 1. Go to the Administration section and click Configure System Record Types Step 2. Click Edit Record Types Step 3. Record Type Editor opens, select Collections record type Step 4. Click the New Record Type drop-down menu and select the wizard option NOTE: To include other record types in your Collection, you must create your Collection via the New <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[297],"tags":[279,29],"class_list":["post-37759","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-collections","tag-record-type"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-9P1","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37759","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=37759"}],"version-history":[{"count":14,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37759\/revisions"}],"predecessor-version":[{"id":47109,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37759\/revisions\/47109"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=37759"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=37759"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=37759"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
You can create a new Collections<\/i> record type in TopTeam<\/i> via the Administration<\/i> section, to meet your organization\u2019s specific needs.<\/p>\n
This article explains how to create a new Collections<\/i> record type.<\/p>\n<\/div>\n<\/div>\n NOTE<\/strong>: To include other record types in your Collection<\/i>, you must create your Collection<\/i> via the New Record Type using Wizard…<\/i> option only.<\/p>\n<\/div>\n<\/div>\n For the next steps of this wizard, refer to the article Creating Custom Record Types.<\/a><\/p>\n<\/div>\n<\/div>\n Click Finish<\/strong> to exit the wizard.<\/p>\n NOTE: You may need to edit the newly created Collections<\/i> record type such as to add\/remove other record types from it.<\/strong><\/p>\n<\/div>\n<\/div>\n Refer to Step 4.<\/i> of the article Adding Record Types to TopTeam Project<\/a> to include the newly created Collections<\/i> record type in your Project,<\/i> as shown below.<\/p>\n<\/div>\n<\/div>\n Products<\/i> record type has been included in your Project<\/i>.<\/p>\n<\/div>\n<\/div>\n Using Collections in TopTeam<\/a> Revised: February 11th, 2019<\/p>\n<\/div>\n<\/div>\n<\/div>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Overview You can create a new Collections record type in TopTeam via the Administration section, to meet your organization\u2019s specific needs. This article explains how to create a new Collections record type. Who should read this? TopTeam Administrators TopTeam Users Step 1. Go to the Administration section and click Configure System Record Types Step 2. Click Edit Record Types Step 3. Record Type Editor opens, select Collections record type Step 4. Click the New Record Type drop-down menu and select the wizard option NOTE: To include other record types in your Collection, you must create your Collection via the New <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[297],"tags":[279,29],"class_list":["post-37759","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-collections","tag-record-type"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-9P1","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37759","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=37759"}],"version-history":[{"count":14,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37759\/revisions"}],"predecessor-version":[{"id":47109,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37759\/revisions\/47109"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=37759"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=37759"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=37759"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Who should read this?<\/h3>\n
\n
Step 1. Go to the Administration section and click Configure System Record Types<\/h3>\n
<\/div>\n<\/div>\n
Step 2. Click Edit Record Types<\/h3>\n
<\/div>\n<\/div>\n
Step 3. Record Type Editor opens, select Collections record type<\/h3>\n
<\/div>\n<\/div>\n
Step 4. Click the New Record Type drop-down menu and select the wizard option<\/h3>\n
<\/div>\n
Step 5. Create Record Type Wizard opens<\/h3>\n
<\/div>\n<\/div>\n
Step 6. Enter a Name for the Record Type<\/h3>\n
<\/div>\n
Step 7. Select Record Types that you want to allow to be included in this Collection<\/h3>\n
<\/div>\n<\/div>\n
Step 8. Specify if you want to include the collection type in Global Project<\/h3>\n
<\/div>\n<\/div>\n
Step 9. View Action Summary and click Create to create the new Collections Record Type<\/h3>\n
<\/div>\n<\/div>\n
Step 10. Collections record type has been created<\/h3>\n
<\/div>\n
To edit the newly created Record Type, click Edit… in the Record Type Editor toolbar<\/h3>\n
<\/div>\n<\/div>\n
Step 11. Include the newly created Collections record type in your Project using Project Wizard<\/h3>\n
Go to Include\/Exclude Record Types from the Project page in Project Wizard and select the newly created Collections record type to include it in your Project<\/h3>\n
<\/div>\n
See Also<\/h3>\n
\nHow to add Collection Field in a Detail Editor<\/a>
\nHow to add and remove records from a Collection<\/a><\/p>\n<\/div>\n<\/div>\n