Record types | CloudRaker documentation

A record type defines the shape of a record — the fields every record of that kind carries, their types, and which one is the title. Record types are defined once at the organization level and reused across every space.

Record types are org-level and admin-managed under Data objects. A space’s Data tab is read-only for definitions — it shows a Manage record types button that brings you here. Members create records against these types inside a space; they don’t change the types themselves.

Create a record type

Open the New record type dialog

From Data objects, start a new type. The New record type dialog opens: “Name your record type and pick an icon. You’ll define its fields next.”

Pick an icon and a name

Choose an Icon, type a Singular name (for example Contact), and optionally a Plural name. The plural is optional and defaults to the singular when left blank.

Create it

Click Create record type. You land in the editor, which has two tabs: Fields and Settings.

If a record type with the same name already exists, you’ll see an advisory banner. It’s a warning only — you can still create the new one.

The New record type dialog with an icon picker, Singular name and Plural name fields, and a Create record type button

Fields tab

The Fields tab lists the type’s fields in order: “Drag to reorder. Removing a field archives it and keeps its data.” Each row can carry badges: Title, Required, and Unique.

Removing a field archives it and keeps its data — it isn’t a hard delete. The data stays on existing records.

The Fields tab of the Invoice record type listing fields with type, Title, and Required badges

Add or edit a field

Open the field form to configure:

Label — the human name shown on forms and columns.
Key — “A stable machine identifier. It can’t change after creation.” Used by exports, integrations, and the API.
Help text — optional guidance shown alongside the field.
Group — which section the field falls under on the record form.
Required / Unique — toggles.
Type — the field type. Fixed after creation — you can’t change a field’s type later.
Default value — optional; pre-fills the field on new records. Date and date-and-time fields also offer Now, Today, or a specific date.

Field types

A record type field is one of 13 types:

Type	Stores
Text	A short single line of text
Long text	Multi-line text
Number	A numeric value
Currency	A monetary amount
Boolean	Yes / no
Date	A calendar date
Date & time	A date with a time
Select	One value from a fixed list
Multi-select	Several values from a fixed list
Email	An email address
Phone	A phone number
URL	A web link
Address	A postal address

Select and Multi-select carry an Options editor where you add the allowed values, each with one of 10 tag colors: Gray, Green, Turquoise, Sky, Blue, Purple, Pink, Red, Orange, Yellow.

Settings tab

The Settings tab holds the type-level configuration:

Icon and Singular name / Plural name.
Identifier — used in exports and integrations; fixed after creation.
Description — what this record type represents.
Title field — “The field shown as each record’s title in tables and panels.” This is the field pinned to the left of the records table.

The Settings tab of a record type showing Icon, Singular and Plural name, Identifier, Description, and Title field

Using a record type

Once a type exists, members create records against it inside a space’s Data tab, and extraction actions can be configured to output into it — approving an extraction’s results imports them as records of that type. For programmatic access to record types and records, see the Developers tab.