Create and manage record types

What are record types? 

Record types are the schemas that define how your data is structured and stored in Tines Stories. Think of a record type as a template that specifies what fields exist, what type of data each field accepts, and how that data should be validated.

Example: IT service requests record type

Imagine your IT team handles requests from multiple channels (email, Slack, a service portal). Instead of storing unstructured request data, you could create an IT service requests record type that includes:

• Request title (text field)

• Request type (fixed values: Software access, Hardware provisioning, Account change, Password reset)

• Priority (number field: 1-5)

• Requester (text field)

• Timestamp (timestamp field)

• Fulfilled (boolean field)

Now, every time your workflow captures a request, the data is stored consistently, making it easy to query, filter, and analyze across all your service channels.

Consistent structure across sources means your data is easy to query, filter, and validate.

Understanding field types 

Tines Stories supports six field types, each designed for specific kinds of data:

Record Artifacts 

Record Artifacts are a special type of field (Large text) that can store large amounts of unstructured data, like raw logs or enrichment payloads. They appear alongside your other fields in the records table and in API responses. See records limits for current capacity.

The key difference: Large text and JSON fields can't be queried or filtered. They're useful for storing reference information you might need to review later, but not for data you need to search or analyze.

How to create record types 

You can create record types from the records table or directly from a story when adding a Capture record tool.

To create a record type from the records table, navigate to Records and click + New. Give your record type a name and description, then add fields by specifying a field name and selecting a field type. You can also add a description to each field to clarify its purpose, expected values, or formatting requirements. You can reorder fields, set fixed values for text fields, and mark fields as required. Once saved, your record type is ready to capture data from your workflows.

✋ Try this: Create a record type 

Find your record type ID 

The record type ID is a unique identifier you'll need for API queries and workflow configurations. To find it, navigate to the records list view, find your record type, click the three-dot menu, and select Edit. Click the record type ID to copy it.