In Winmore, Records are parts of your business such as Accounts, Contacts, and Opportunities. You can also create more unique record Templates specific to your business needs, such as Contracts, Marketing Campaigns, etc. Each record belongs to one of these categories, which are called Record Templates.
Creating Record Templates
You can create and organize Record Templates in the Creation Studio. Click on the Studio menu in the left hand navigation bar and then click the Record Builder Tile.
In the Record Builder screen, your existing Record Templates are shown. Click on the green Create Record Template button to start a new one.
A panel will open on the right hand side of the screen for you to create the new Record Template.
The Record Name can be edited later, but the API name cannot. The API name is a unique identifier for this record Template that will be important for administrative and integration purposes related to records of this Template. Please see notes below for a list of restricted API names which should cannot be used.
You must select an icon for your record Template and you can use the Visual Group field to categorize and organize your studio view.
To organize these Record Templates into visual groups, enter a name for the group at the bottom of the Record Template creation screen.
These visual group names are displayed as headers for the group of Record Templates. In this example, we have a Group 1 and a Group 2. These could be created to represent different departments in your organization or different functions.
Note that Visual Groups will be displayed in alphabetical order.
If you wish to reorganize the Visual Groups, you can do so by modifying the Visual Group Name. Use a number and two colons at the beginning of each Visual Group Name. The group you wish to be first should have a “1 ::” the second group should have “2 ::” etc. The Groups will then appear in the order that you’ve numbered them.
Record Relationships Graph
Select the graph icon to open a visual representation of your Record Template relationships. You can choose various options for display of these associated Record Templates, giving you a picture of how your data fits together. Try clicking on a node in the graph to change the focus. Export this graph for use in other tools.
Record Template Overview
After creating a Record Template, you’ll see this overview screen with links to create fields, set layout options, and manage Workflow Templates. To temporarily remove records of this type from your org entirely, use the “Unpublish” button.
If a record template is unpublished or archived, the data will be preserved. If you later choose to reactivate and publish the template, all of the historical information will still be available.
For any Record Template and Workflows on that Template, you can set up admin teams of users, which give them special permissions in addition to those given in Users and Groups in Studio.
Record Template admins include users who are marked “Customer Administrator” and those who have the Admin boxed checked for that record type in Studio>Users and Groups. This team can archive records of this Template and can move workflows to another stage (on behalf of themselves or another user).
Workflow Template admins can additionally open or close workflows on records which are owned by another user.
Open “View Relationships” from the settings menu to view all other Record Templates associated with this one. A picker field on one or the other Record Template must exist to form an association. See the Related Records article for info on creating these associations.