Question:

How can a user change the Object Type of a record after it is created?

Answer:

Once the Enable Object Types feature is enabled on the object and at least two types are available, the user can change the type using the Action Wheel.

To do this, do the following:

1. Navigate to the object record that needs to be changed.
2. Click the Action Wheel (Gear icon) at the top right of the screen.
3. Select Change Type from the drop-down list.

Related Documentation:

Vault Object Record Documentation: How to Change Object Types

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