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Configure the Type Field
Use a type field if different State Models use different records of the same base object. (The Type Field Name and Type Field Value of the State Model will reference this field, if it applies.) For example, State Models for medical and car insurance might use the same InsuranceClaim__c object. In the Report_Card__c example, both students and teachers can be graded, but the State Model applies only to students.
To create the Type__c field for the Report_Card__c object:
- In Setup, in the Object Manager, in the Report_Card__c object, in the Fields & Relationships tab, click New.
- Click Picklist, then click Next.
- Specify the following settings. Leave other settings at their defaults.
Setting
Value
Field Label
Type
Enter values, with each value separated by a new line
(selected)
(value list)
Student
Teacher
Use first value as default value
(checked)
Restrict picklist to the values defined in the value set
(checked)
Always require a value in this field in order to save a record
(checked)
- Click Next twice, then click Save.
The needs of your state model determine your next task:
-
If necessary, configure new fields that determine states. For the example, Configure the Grade Field.
-
If field values in related objects determine states, Configure a Lookup Field.
-
For better performance, Define a Field Set.
Then either Add State Model Components to an Existing Record Page or Add State Model Components to a New Record Page.
