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# Record types

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](/spaces/overview).

Record types are org-level and admin-managed under **Data objects**. A space's [Data tab](/data/records) 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.

<img src="https://fdr-prod-docs-files-public.s3.us-east-1.amazonaws.com/cloudraker.docs.buildwithfern.com/3a75979db4032e12229430e0549091b93b0fafd65ecff990cac61eb90f0a93e1/docs/assets/images/guide/data/new-record-type-dialog.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA6KXJSKKNFOCF7G4B%2F20260726%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260726T051127Z&X-Amz-Expires=604800&X-Amz-Signature=f9285e7b9693851997cc412c94d83b1d437b8401b9c394a0b9fdc50536d758ad&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject" alt="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.

<img src="https://fdr-prod-docs-files-public.s3.us-east-1.amazonaws.com/cloudraker.docs.buildwithfern.com/0868baf42149d3189327a22afeaee146705236595459e13476d38a2194a2d790/docs/assets/images/guide/data/record-type-fields-tab.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA6KXJSKKNFOCF7G4B%2F20260726%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260726T051127Z&X-Amz-Expires=604800&X-Amz-Signature=833262722b596907c93c46e59cd8f5c00593afd4f347b0f5d85fe9323913a36c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject" alt="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](/data/records#the-records-table).

<img src="https://fdr-prod-docs-files-public.s3.us-east-1.amazonaws.com/cloudraker.docs.buildwithfern.com/9c6aab39bc055be861d89ee76a11f631c303cb7c599ec6fe3e40316613a60af2/docs/assets/images/guide/data/record-type-settings-tab.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA6KXJSKKNFOCF7G4B%2F20260726%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260726T051127Z&X-Amz-Expires=604800&X-Amz-Signature=5e43459c4f88ac0c34ed268c4a7b8f2a1975dc15a32b4670e41c3f15460759e8&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject" alt="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](/data/records), and [extraction actions](/actions/extract-data) 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](/developers/overview) tab.