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# Record types

A **record type** defines the shape of a record. It sets the fields each record carries, the type of each field, and the title field. You define record types once at the **organization level**. All [spaces](/workspace/spaces/overview) reuse them.

Record types are org-level. Admins manage them under **Data objects**. A space's [Data tab](/workspace/data/records) is **read-only** for definitions. The tab shows a **Manage record types** button that brings you here. Members create records against these types inside a space. Members do not change the types.

## 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** and type a **Singular name** (for example *Contact*). You can also type a **Plural name**. The plural is optional. If you leave it blank, it defaults to the singular.

#### Create it

Click **Create record type**. The editor opens. It has two tabs: **Fields** and **Settings**.

If a record type with the same name exists, a banner shows an advisory. The banner is a warning only. You can still create the new type.

<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%2F20260826%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260826T020315Z&X-Amz-Expires=604800&X-Amz-Signature=dadc876de9a1b8729d4615a4f29ba93b6eb61df70e2248f71380b4216e12a7e4&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**.

When you remove a field, the app **archives it and keeps its data**. This is not 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%2F20260826%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260826T020315Z&X-Amz-Expires=604800&X-Amz-Signature=01dc5254a80169a2b20681b064542530c6a3fd8086d6bae700a062425192a61e&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 name shown on forms and columns.
* **Key** — *"A stable machine identifier. It can't change after creation."* Exports, integrations, and the API use it.
* **Help text** — optional guidance shown with the field.
* **Group** — the section that holds the field on the record form.
* **Required** / **Unique** — toggles.
* **Type** — the field type. The type is **fixed after creation**. You cannot change it later.
* **Default value** — optional. It 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. Add the allowed values there. Each value gets 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. It is **fixed after creation**.
* **Description** — what this record type represents.
* **Title field** — *"The field shown as each record's title in tables and panels."* This field is pinned to the left of the [records table](/workspace/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%2F20260826%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260826T020315Z&X-Amz-Expires=604800&X-Amz-Signature=554ec291bd2ed0a0d75ccb8956ab8c4ae47756a13b5012eaeb175df89ac35279&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

After you create a type, members create records against it inside a space's [Data tab](/workspace/data/records). You can configure [extraction actions](/workspace/actions/extract-data) to output into the type. When you approve an extraction's results, the app imports them as records of that type. For programmatic access to record types and records, see the [Developers](/paperwork/developers/overview) tab.