Aam Digital can be fully customized and configured to meet your organisation's needs. You can add new record types to your system. A "Record Type" is a data structure that defines the information stored for a specific kind of record. Each record type has its own set of fields — for example, a record type “Child” will include details like the child’s name, age, and date of birth; another record type "School" could contain fields like school's address and phone number.
You can view a list of all records of a Record Type or a detailed profile view for one selected record.
Depending on the use case you chose during setup, your system already has some basic pre-configured Record Types, such as "Child" and "Note".
Through this guide, we will show you how to create a new record type and demonstrate different ways it can be added to the navigation bar.
This guide will cover the following:
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Create a new record type
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Configure the Data Structure of the newly added record type:
(you can customize the record based on your needs. You can add fields to the record based on your organisation's requirements) -
Add record type to the main menu
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Add record type under a sub-menu
Create a new Record Type
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Navigate to Admin > Admin Overview > Configure Record Types
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A list of all the existing record types is shown
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Click on "Add New Entity Type"
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A dialog box will open
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Enter the record type name and click "OK"
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The new record type created will be available in the list.
Configure the data structure of the newly added record type
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Click on the newly created record type from the list. In this scenario, “Academic Grades”
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follow this guide to add new fields: Adding a new field to a profile form
Continuing with our example of recording academic grades for children, we have created new fields to capture their grades.
Click on “Save” after the fields are configured.
Configure the menu entry for the Record Type
A newly created record type is automatically listed in the main menu. You can edit the menu to move its position in the menu or turn it into a sub menu as described here: Configuring the main navigation menu