Aam Digital can be fully customized and configured to meet your organisation's needs. You can add new record types to your system. A "Record Type" is a data structure that defines the information stored for a specific kind of record. Each record type has its own set of fields — for example, a record type “Child” will include details like the child’s name, age, and date of birth; another record type "School" could contain fields like school's address and phone number.
You can view a list of all records of a Record Type or a detailed profile view for one selected record.
Depending on the use case you chose during setup, your system already has some basic pre-configured Record Types, such as "Child" and "Note".
Through this guide, we will show you how to create a new record type and demonstrate different ways it can be added to the navigation bar.
This guide will cover the following:
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Create a new record type
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Configure the Data Structure of the newly added record type:
(you can customize the record based on your needs. You can add fields to the record based on your organisation's requirements) -
Add record type to the main menu
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Add record type under a sub-menu
Create a new Record Type
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Navigate to Admin > Admin Overview > Configure Record Types
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A list of all the existing record types is shown
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Click on "Add New Entity Type"
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A dialog box will open
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Enter the record type name and click "OK"
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The new record type created will be available in the list.
Configure the data structure of the newly added record type
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Click on the newly created record type from the list. In this scenario, “Academic Grades”
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*follow this guide to add new fields: *Adding a new field to a profile form
Continuing with our example of recording academic grades for children, we have created new fields to capture their grades.
Click on “Save” after the fields are configured.
Configure the menu entry for the Record Type
The list view of the Record Type can be displayed as a separate item in the main menu or nested under another menu item as a sub-menu.
A newly created record type is automatically listed in the main menu. You can edit the menu to move its position in the menu:
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Navigate to Admin>Admin Overview>Configure Main menu
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All the record types in the main menu will be listed.
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You can drag and drop the record type to the desired location in the main menu.
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Click "Save". The menu bar on the left is updated now.
Add the record type under the sub-menu
Continuing with the above steps, you can drag and drop the record type under another record type. In this scenario, moving the record type under “Children”:
For this, simply drag the item on top of an existing menu item.