Start tracking your progress
Trailhead Home
Trailhead Home

Create Record Types on the Position Object

Ling Wu would like hiring managers at AW Computing to be able to create new positions only for their own departments. For example, she wants technical hiring managers to create positions only for their IT and Engineering departments.

You can do this with a custom record type. Record types determine which features are available on page layouts, including fields, location, and properties; and they limit picklist options. The record type you create here limits the picklist choices available to hiring managers.

Create Profiles

Before diving in to creating record types, however, there’s a bit of prework to do. The recruiting team needs a couple of profiles to assign to users, depending on whether they do technical or nontechnical recruiting. Let’s set those up.

  1. From Setup, enter Profiles in the Quick Find box and select Profiles.
  2. From the list of profiles, select Standard User. (Choose S from the alphabet list to narrow the list of options.)
  3. Click Clone next to Standard User.
  4. For Profile Name, enter Recruiter: Technical.
  5. Click Save.
  6. On the Recruiter: Technical profile page, click Clone.
  7. For Profile Name, enter Recruiter: Nontechnical.
  8. Click Save.

Create Record Types

Now create a new Technical Position record type.

  1. From Setup, click Object Manager.
  2. Click Position, then Record Types.
  3. Click New and fill in the details.
    Field
    Value
    Existing Record Type
    Master
    Record Type Label
    Technical Position
    Description
    Use this record type for technical positions only.
    Active
    Select
  4. Deselect the checkbox next to Enable for Profile and select these profiles:
    • Recruiter: Technical
    • System Administrator
  5. Click Next, then Save.
  6. Under Picklists Available for Editing, click Edit next to Department.
  7. Remove all but IT and Engineering from the Selected Values column.
  8. Click Save.

Now create a Nontechnical Position record type and make it accessible to different profiles.

  1. While you’re still viewing the Position object in the Object Manager, choose Record Types.
  2. Click New and fill in the details.
    Field Value
    Existing Record Type Master
    Record Type Label Nontechnical Position
    Description Use this record type for nontechnical positions only.
    Active Select
  3. Ensure the checkbox next to Enable for Profile is deselected, then select these profiles:
    • Recruiter: Nontechnical
    • System Administrator
  4. Click Next, then Save.
  5. Under Picklists Available for Editing, click Edit next to Department.
  6. Remove all but Finance, Support, and Sales from the Selected Values column.
  7. Click Save.

Next, add the Record Type field to the Position page layout.

  1. While you’re still viewing the Position object in the Object Manager, choose Page Layouts.
  2. Click Down arrow next to Position Layout and select Edit.
  3. Drag the Record Type field from the palette into the Information section and drop it just below the Department field.
  4. Click Save.

By creating two new record types, you’ve checked off one more box on your to-do list from Ling Wu. Now you can customize the page layout for the Position object so the hiring managers at AW Computing can give the right specifications when they create new positions. That's going to make the recruiting team’s job easier and more efficient.

retargeting