Schema - Data: TYPES Tab Overview

  • Created

The TYPES tab is used to define and manage Object Types within an object.

An Object Type represents a way to categorize records of the same object based on their purpose or lifecycle. Object Types allow admins to control which fields apply to which records, depending on how those records are used.

Object Types support hierarchical relationships. A subtype automatically includes all fields assigned to its type, in addition to any fields defined specifically for that subtype.

For example, a type named ‘Immigration’ may include subtypes such as ‘Immigration – USA’ and ‘Immigration – Europe’. Selecting the type makes fields from both subtypes available, in addition to any fields assigned directly to the context.

This hierarchical model allows admins to structure data logically and reuse shared fields across related categories. A common use case is organizing project data.

For example, an object may contain multiple project types such as Personal Injury, Immigration, and Veteran Affairs. Each of these types can have subtypes like Summary, Incident Information, Immigration Information, or Service Information, depending on the data requirements. The TYPES tab allows the user to build this structure and define the field scope for each level.
 

How to Access the TYPES Tab

To access the TYPES tab:

1. Click Schema.
2. Click Data.
3. Search for an object and double-click it to open the Object Editor.
4. Click the TYPES tab.

7 STEPS

1. To access the TYPES tab.

In the Control Center, click Schema

2. Then select Data.

3. Use the Search Objects bar to find the object you want to work with.

4. Double-click it on the object.

5. This opens the Object Editor for that object. Once you’re in the Object

Editor, click the TYPES tab to view and manage the object’s fields.

6. You are now in the TYPES tab.

7. That's it. You have accessed to the TYPES tab.

https://www.iorad.com/player/2668506/Data---How-to-Access-the-TYPES-Tab?iframeHash=watchsteps-1&lang=en



Next step

TYPES Tab Dashboard

The TYPES tab dashboard is organized into two primary configuration areas:

1. Types Menu – Used to create, search, filter, and manage field types.
2. Type Setup Menu – Used to configure the properties and limitations of an individual type.

Together, these areas allow admins to build and maintain complex type hierarchies while maintaining precise control over type behavior.

Types Menu Dashboard

The Types Menu provides high-level management tools for all field types associated with the object. The Types Menu includes:

1. + New button.
2. Search bar.
3. Hidden filter.
4. Archived filter.		5. Filter button.
6. Deploy View button.
7. Type list.

8 STEPS

1. The Types Menu provides high-level tools for managing all types associated with the object.

From this menu, you can create new types, locate existing ones, and filter the list to focus on exactly what you need.

2. The + NEW button allows you to create a new type.

3. The Search bar helps you quickly find a type by name.

4. You can refine the list using the Hidden and Archived filters, which display types based on their current status.

5. For more advanced filtering, use the Filter button to narrow results by Limitations, Abbreviation, or Sali tag.

6. The Deploy View button lets you expand or collapse the full type hierarchy, making it easier to navigate complex structures.

7. Below these controls, the types list displays all types and subtypes associated with the object, updating automatically as filters are applied.

8. That's it. This has been a type menu walkthrough.

https://www.iorad.com/player/2668520/Data---Types-Menu-Dashboard-Walkthrough?iframeHash=watchsteps-1&lang=en



Next step

+ New button

Creates a new field type and adds it to the object’s type repository.
 

Search bar

Allows admins to quickly locate existing types by name.
 

Hidden filter

Displays types that have been marked as Hidden.
 

Archived filter

Displays types that have been archived.
 

Filter button

Enables filtering by Limitations and Abbreviation, based on values defined in the Type Setup Menu.
 

Deploy View button

Expands or collapses the type hierarchy. When expanded, all types and subtypes are displayed (up to four levels deep). When collapsed, only top-level types are shown.
 

Type List

Displays all types created for the object. Selecting a type opens the subtypes it contains.

Type Setup Panel

The Type Setup panel is where admins configure the identity and behavior of an individual type. The Type Setup Menu includes:

1. Name field
2. API Name field
3. Abbreviation field		4. Limitations dropdown
5. Sali Tag

7 STEPS

1. The Type Setup panel is where you configure the identity and behavior of an individual type.

When you select a type from the Types menu, this panel opens to display its settings.

2. Here, you can define the type Name, which controls how the type appears in the user interface.

3. Review the API Name, which is generated automatically and used internally by the system.

4. You can optionally add an Abbreviation to help identify the type more quickly in the interface.

5. The Limitations dropdown allows you to control how the type behaves, such as whether it’s hidden or archived.

6. Finally, you can apply a Sali Tag to support filtering, organization, and reporting across the platform.

7. That's it. This has been a Type Setup panel walkthrough.

https://www.iorad.com/player/2668527/Data---Type-Setup-Panel-Walkthrough?iframeHash=watchsteps-1&lang=en



Next step


Name Field

The display name used to identify the type within the Object Editor and related configuration areas.
 

API Name Field

The system-generated API identifier for the type. This value is initially derived from the Name field and cannot be modified after the object is created.
 

Abbreviation Field

An optional, informational field used to define a short label for the type. 

For example, a type named ‘Intake Specialist’ may use the abbreviation ‘IS’.

Limitations Dropdown

Defines the availability and behavior of the type:

  • None – The type has no limitations and is fully available.
  • Hidden – The type is hidden from selection and cannot be edited.
  • Archived – The type is archived and no longer available for use, but remains in the schema for reference or restoration.

Sali Tag

Sail Tags are used to associate data elements with a shared industry taxonomy, providing a consistent way to identify and interpret information across different configurations.

Rather than depending on firm-specific naming conventions, Sail Tags attach standardized meaning to data elements. This allows the system to recognize equivalent concepts even when labels, categories, or internal structures differ between firms.

Sali Tags are organized hierarchically, making it possible to group related concepts and maintain clarity as data models grow. This structure supports consistency at the data level while allowing firms to continue using their own terminology in the interface.


 

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