---
title: "Record Type Management"
slug: "record-type-management"
updated: 2023-11-07T15:15:15Z
published: 2023-11-07T15:15:15Z
canonical: "wiki.cobblestonesoftware.com/record-type-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record Type Management

### **Record Type Management**

**Master Reference Data Management: Contract Type**

Contract Types are used to classify contracts into types for tracking, contract creation, and field management purposes. For example, types of contracts may be Contractor Agreement, Confidentiality Agreement, Software Agreement, Land Lease, etc. **To Add a Record Type**

1. Select **Record Types** from the **Manage/Setup** top navigation menu item.

![The ContractInsight main menu. Record Types is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Record%20Types%20Location.png)

2. This will open the **List Manager** screen listing all of the contract types already in Contract Insight.

![The Record Types Manager page. The Actions menu is open. Add Record Type and Manage Columns are highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/List%20Manager(2).png)

3. Click **Add Record Type** on the side menu.

4. Enter the name of the new contract type and click **Save**.

**Wizard-Based Types**

Record type add-screens can be designated on the type's Details page. Wizard-based add screens take users through the add screen one field group at a time before submission.

Set **Enable Wizard Adding** to Yes to use wizard-based add screens for the type.

![The Type Item Details page. The Enable Wizard Adding attribute is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Enable%20Wizard%20Adding.png)

**To View/Edit a Record Type**

1. Click **View** for the contract type line item you would like to view/edit.

2. The **Record Type Configuration** screen displays.

3. To edit the name of the contract type, click the **Pencil Icon** for the **Type Name** line item.

4. Edit the text for the name of the type and click **Save Changes**.

**To Delete a Record Type**

**Note:** Prior to deleting a record type, make sure it is not being used by any contract records.

1. Go to the **Record Type Configuration** screen for the line item to be deleted.

2. Click **Delete** in the side menu.

3. Confirm the deletion. **Manage Columns Button**

**Note:** The Manage Columns button will allow users to view additional columns of information available for the table selected.

1. Click **Manage Columns** on the side menu. 2. On the next screen select the field you would like to view as a column. Click **Add** next to the desired field to move to the left-hand column. ![The Assign Columns to List Page. In the Assigned Columns, the Remove option is highlighted. In the Unassigned Columns, Add is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Remove&Add.png)3. Once added, click **Back to List** on the side menu. The column just added displays. ![ The Actions menu is open. Back to List is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Back%20to%20list(1).png)