Maintaining Lookup Type Codes

Begin by navigating to the Maintain Lookup Types page.

These are the lookup types shipped with Oracle EFM. You modify all lookup types using the same steps. In this topic, you will modify the Form Status.

First, add a lookup type code.

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 when an eForm approval request is created or reviewed.

Use the Description field to add an optional description.

Saving the lookup type code makes it available when you create eForm approval requests.

Next, modify the Work in progress lookup type code by editing the description.

You can reverse any modifications to a single selected row using the Undo button. To save the modification, you would click Save instead.

Confirm that you want to delete the Work in progress lookup type code.

A soft delete inactivates a lookup type code already used in eForm approval requests. Inactivated codes are not displayed as options for creating or reviewing eForm approval requests.

Next, perform a soft delete on the Under Review code.

Use the Maintain Lookup Types page to modify the lookup type codes made available when creating an eForm approval request.

The lookup type code Work in progress is now added.

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

A hard delete removes the lookup type code from the database table, provided it is not used in an eForm approval request.

First, perform a hard delete on the code Work in progress.

The lookup type code Work in progress is now deleted.

The lookup type code Under Review is now inactive.

Maintaining Lookup Type Codes

You have completed the Maintaining Lookup Type Codes topic.

A Lookup Code can be upper or lower case.

Click the Links link.
Click the Manage eForms link.
Click the Maintain Lookup Type Codes link.
Click the Select a Lookup Type list.
Click the Form Status 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.
"WORK IN PROGRESS"
.
Click in the Display Value field.
Enter the desired information into the Display Value field. Enter
a valid value
e.g.
"Work in progress"
.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"The lookup code for entry for the Form Status"
.
Click the Save button.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"WIP"
.
Click the Undo button.
Click the Delete button.
Click the Yes button.
Click the Save button.
Click an entry in the row.
Click the Active option.
Click the Save button.
Click an entry in the row.
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