Each Record Type shows up as light gray. In the example above the record types are "QuickBooks", "QuickBooks Defaults", "QuickBooks Invoices" and so on. Clicking on the name of the record type, or anywhere on the light gray bar, shows the fields that are defined for that record type. You can click and drag and drop any of these fields onto your form. The benefit of using these fields is that the field name and type will already be set to match that of the record type. Also the flag to save the data to the record will already be set ON so you won't forget to do that.


** IMPORTANT! When you use the Record Type fields to drag and drop an Option field onto your form, the form will automatically update the option list based on the record type. If you do not wish to have the options automatically updated then drop a standard Radio button on the form and fill out the option list manually.