What a Type Represents

A Type represents one repeatable business concept, such as a Customer, Project, Purchase Order, Asset, or Inspection.

The Type defines what every record of that kind has in common:

• the information people capture
• how that information is arranged
• which fields are required or calculated
• how records connect to other objects
• which actions and workflows are available

Begin with the business concept​

Before opening the designer, describe the thing you are modeling in plain language. Identify who uses it, what they need to know, and what work happens around it.

A focused Type is usually easier to understand and maintain than one that tries to represent several unrelated concepts.