Restrict Record Types in a Library
- On the Libraries tab, select a library from the MyLibraries area.
- Click Record Types.
- Optionally, change the default record type for the library.
- Select the Restrict the record types available in the library checkbox.
- Select one or both of the following options:Allow content with any record type to be linked to this library— Select this option if you want to enable content published in other libraries to be shared to the library where you have restricted record types. The content in other libraries can be shared regardless of the record types used.Do not apply record type restrictions to existing content— Select this option if you don’t want to receive warnings regarding existing content in the library. You won’t be alerted if existing content uses record types that you exclude from the library. This option refers to notifications only; existing content is not affected by restricted record types.
- Allow content with any record type to be linked to this library— Select this option if you want to enable content published in other libraries to be shared to the library where you have restricted record types. The content in other libraries can be shared regardless of the record types used.
- Do not apply record type restrictions to existing content— Select this option if you don’t want to receive warnings regarding existing content in the library. You won’t be alerted if existing content uses record types that you exclude from the library. This option refers to notifications only; existing content is not affected by restricted record types.
- For each record type that you want to allow in the library, move it from the Available Record Types list to the Selected Record Types list, and click Save.