Maintaining Categories
Maintaining Categories
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Maintaining Categories
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Maintaining Categories

Begin by navigating to the Maintain eForm Types page.

These are the departments shipped with EFM, and that you added. You modify all categories using the same steps. In this topic, you will add a category to the Insurance department.

First, add a new category.

Lookup Codes are unique keys in the data tables and built into the logic of Oracle EFM.

A Lookup Code can be upper or lower case.

Next, specify a short name. The name values appear as the organizational structure when adding eForms.

Use the Description field to add an optional description.

Saving the category lookup code makes it available when you add eForms.

Next, modify the Auto category lookup code by editing the name.

There are two types of delete, a hard delete and soft delete.

A hard delete removes the category from the database lookup code table, provided it is not used.

First, perform a hard delete on the code Auto Insurance.

Confirm that you want to delete the Auto Insurance category lookup code.

A soft delete inactivates a category lookup code already used. Inactivated codes are not displayed as options in the organizational structure for eForms.

Next, perform a soft delete on the Home lookup code.

Use the Maintain Department and Category page to modify the departments and categories made available when adding eForms.

Use the Category tab to modify the categories made available when adding eForms.

The category Auto is now added.

The category lookup code Auto is now deleted.

The category lookup code Home is now inactive.

The category lookup code Auto is now modified.

Maintaining Categories

You have completed the Maintaining Categories topic.

Click the Links link.
Click the Maintain Departments and Categories link.
Click the Category tab.
Click the Select a Department list.
Click the Insurance list item.
Click the Add button.
Click in the Lookup Code field.
Enter the desired information into the Lookup Code field. Enter
a valid value
e.g.
"Auto"
.
Click in the Display Value field.
Enter the desired information into the Display Value field. Enter
a valid value
e.g.
"Auto"
.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"Auto insurance lookup code"
.
Click the Save button.
Click an entry in the row.
Click in the Display Value field.
Enter the desired information into the Display Value field. Enter
a valid value
e.g.
"Auto Insurance"
.
Click the Save button.
Click an entry in the row.
Click the Delete button.
Click the Yes button.
Click an entry in the row.
Click the Active option.
Click the Save button.
Click the Manage eForms link.
Click the Save button.
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