Change Record Type

Create Data ›› Modify Data ››
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You can change the record type. This may change the set of fields available within the record. You can select alternative record types to view the changes. You can review any changes before saving the record.

Note. Non-standard fields only apply to the current record. They can be viewed by anyone with permission to view the record. (See Add Non-Standard Fields.)

To change the record type

  1. Search for the record.
  2. Click Edit to open the Edit Record screen.

Note. Ensure that the Show optional fields checkbox is deselected.

  1. Click the Change (Record Type) edit button at the top left-hand of the screen (this shows the Current record type):

  1. Select a different record type (from the drop-down list). The record is updated based on the structure of the new record type:

Note. As far as possible, Heurist will reallocate the existing data to equivalent fields in the new record type (if they exist). If the data already recorded does not apply to the new record type, it will not be deleted but will be displayed as ‘additional non-standard data’ at the end of the record.

  1. Review the changes. No changes are made until you save the record.
  2. If you are happy with the new structure, click Save. Otherwise either select an alternative record type, or click Cancel to revert to the previous record structure.

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