This article explains how to use and manage the TYPES tab. The information includes how to create and organize types and subtypes, search and filter types, configure type settings, and assign fields to specific types based on hierarchy and limitations.
How to Create a New Type
To create a new type:
1. Click the + New button.
A new type category is created automatically and appears at the bottom of the Type menu, ready to be configured.
2. Click SAVE or SAVE AND CLOSE.
3 STEPS
1. To create a new type, click the + NEW button.
2. A new type category is created automatically and appears at the bottom of the Type menu, ready to be configured.
3. That's it. You have created a new type.
Here's an interactive tutorial
https://www.iorad.com/player/2666598/Data---How-to-Create-a-New-Type?iframeHash=watchsteps-1&lang=en
How to Search for a Type
To quickly locate a specific type using the search bar:
1. Click the Search bar.
2. Enter the type name or part of the name.
Types that contain the entered text are automatically filtered and displayed in the Type menu.
How to Filter Hidden and Archived Types
To view only hidden types:
1. Click the Hidden button.
The Type menu displays only types that are currently hidden.
This filter depends on the limitations configured in the Limitations field of the type setup.
To view only archived types:
1. Click the Archived button.
The Type menu displays only types that are archived.
This filter depends on the limitations configured in the Limitations field of the type setup.
4 STEPS
1. To filter hidden and archived types,
you can use the filter buttons at the top of the Type menu.
2. To view only hidden types, click the Hidden button.
The Type menu updates to display only types that are currently hidden.
3. To view only archived types, click the Archived button.
The Type menu updates to display only types that are archived.
4. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2666653/Data---How-to-Filter-Hidden-and-Archived-Types?iframeHash=watchsteps-1&lang=en
How to Filter by Abbreviation, Limitations or Sali Tag
To apply advanced filters:
1. Click the Filter button.
2. Use the dropdown menus to select one or more options for Abbreviation, Limitations or Sali Tag.
As selections are made, the Type menu updates automatically to show only matching types.
3 STEPS
1. To filter by abbreviation, limitations, or SALI tag, first, click the filter button.
2. Enter or select between the Limitations, Abbreviation and Sali Tag.
As you make your selections, the Type menu updates automatically to show only the matching types.
3. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2666644/Data---How-to-Filter-by-Abbreviation--Limitations-or-Sali-Tag?iframeHash=watchsteps-1&lang=en
How to Expand or Collapse Type Views
To expand or collapse the type hierarchy:
1. Click the expand / collapse view button 
.
This action expands or collapses all types and subtypes in the Type menu for easier navigation.
3 STEPS
1. To expand or collapse the type view,
click the expand or collapse button.
2. This action expands or collapses all types and subtypes in the Type menu, making navigation easier.
3. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2666638/Data---How-to-Expand-or-Collapse-Type-Views?iframeHash=watchsteps-1&lang=en
How to Add Subtypes
Its main purpose is to add hierarchical subtypes to better organize data. It is possible to add up to four (4) levels of types and subtypes.
To add a subtype:
1. Click the + button next to a type or subtype.
A new subtype is created automatically under the selected type.
2. Click SAVE or SAVE AND CLOSE.
3 STEPS
1. To add subtypes, subtypes let you create a hierarchy that helps organize data more effectively. You can add up to four levels of types and subtypes.
Click the plus button next to the type or subtype where you want it added.
2. The new subtype is created automatically under the selected type.
3. That's it. You have added a new subtype.
Here's an interactive tutorial
https://www.iorad.com/player/2666612/Data---How-to-Add-Subtypes?iframeHash=watchsteps-1&lang=en
How to Set Up a Type
To configure a type, follow these steps:
1. Enter the type Name.
2. Review the API Name.
3. Enter an Abbreviation (optional).
4. Select Limitations (optional).
5. Select the Sali Tag (optional).
6. Click SAVE or SAVE AND CLOSE.
8 STEPS
1. To set up a type, start by clicking on the type.
2. Enter a the type name.
3. Review the API name, which is generated automatically.
4. Enter an abbreviation if needed.
5. Select any Limitations.
6. Select the Sali Tag.
7. When you’re ready, click SAVE or SAVE AND CLOSE to finish setting up the type.
8. That's it. You have set up a type.
Here's an interactive tutorial
https://www.iorad.com/player/2666618/Data---How-to-Set-Up-a-Type?iframeHash=watchsteps-1&lang=en
How to Assign a Field to a Type or Subtype
It is possible to restrict fields so they only appear for specific types or subtypes. To assign a field to a type or subtype:
1. Go to the Field Tab.
2. In the Fields menu, select a field.
3. In the Field Setup menu, locate Restrict to Project Types.
4. Select the checkboxes for the types or subtypes the field expected to belong to.
5. Click SAVE or SAVE AND CLOSE.
6 STEPS
1. To assign a field to a type or subtype,
this lets you control where a field appears by limiting it to specific types or subtypes.
First, go to the Fields tab.
2. Then, in the Fields menu, select the field to configure.
3. In the Field Setup panel, locate Restrict to {object} Types option.
4. Select the checkboxes for the types or subtypes where the field should appear.
5. When you’re ready, click SAVE or SAVE AND CLOSE to apply the changes.
6. That's it. You have assign a field to a type or subtype.
Here's an interactive tutorial
https://www.iorad.com/player/2666634/Data---How-to-Assign-a-Field-to-a-Type-or-Subtype?iframeHash=watchsteps-1&lang=en
Types follow a hierarchical rule. By selecting both a subtype and a higher-level type, the system automatically applies the higher-level type and deselects the lower-level subtype.
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