...
- The description is very important as that is what the user sees when creating a new record.
- Remember to set it to be active.
- The Profile selection is very important also - it is easiest to set it up here.
- First screen is the Profiles that can use that Record Type
- Second Screen is the default Record Type for that profile.
- Save the Record Type
...
All of these combined, work out which page layout will be displayed to the user.
Note about setting the default so not having the modify the PLA.
Modify the Page Layouts
Now we are going to put the record type field on the page layouts. Remember to add it to each page layout in exactly the same position.
...