To assign a record type as the default for all records
declared for a specific record class, you must use Enterprise Manager to associate the record
type with the record class. Before you can complete this procedure,
you must have created the record type that you plan to associate with
the record class.
To configure the default record type:
- Log on to Enterprise Manager as
Records Administrator.
- From the FPOS object store, navigate to the folder Root
Folder\Records Management\Record Types.
- The list of available record types displays. Right-click
the record type that you want to associate with a record class and
select Copy Object Reference.
- Access the Record class from the Document class.
- Navigate to the Record sub-class that you want to associate
the record type with. For example, if you have defined a sub-class
of Electronic Record named Invoice, and you want to associate the
record type with the Invoice class, then right-click the Invoice class
and select Properties to display the properties
page.
- Select Properties.
- In the grid that displays the list of properties, locate
the property named Property Definitions and click on the arrow in
the second column. For the DoD and Base data models, select the property
named [Object (Type)]. For PRO, select the
property named [Object (Record Type)]. You
will find the property near the end of the list.
- The properties dialog for the property displays. Select
the Properties tab. In the grid, locate the Property Default Object
property and right-click on the second column, then select Paste
Object. If a dialog displays, select the record type object
that you copied in Step 3 and click OK.
- Click Close.
- Click OK to save the changes made.