What is required for a record type to be visible to users?

For a record type to be visible to users, it is essential that the record type is activated. Activation is the process that makes a record type available for use within the system. If a record type is not activated, even if it has the correct configurations, users will not be able to select or utilize it in their workflows.

Visibility is a fundamental concept in record management systems, and it ensures that users can access and work with the appropriate record types relevant to their roles or tasks. Activation serves as a critical step in this process, allowing organizations to manage which record types are available and ensuring that users have access to the correct set of features and data structures.

While having a default record type, associated page layouts, or balancing profile associations may be relevant for specific use cases and functionalities, these aspects are secondary to the fundamental requirement of activation for visibility. Without activation, none of the other configurations will matter since users will not encounter the record type at all.