- Maintaining Categories
- Maintaining Categories
- Begin by navigating to the
- Maintain eForm Types
- page.
- You have completed the
- Maintaining Categories
- topic.
- 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.
- Original Path
- Adding a category
- Modifying a category
- Deleting a category
- Links
- Maintain Departments and Categories
- Category
- Select a Department
- Insurance
- Add
- Lookup Code
- Lookup Code
- Display Value
- Display Value
- Description
- Description
- Save
- Display Value
- Display Value
- Save
- Delete
- Yes
- Active
- Save
- Manage eForms
- Save
- Categories are a secondary grouping, under a department, used to organize eForm types. Oracle eForms Management ships with seeded values for categories. The seeded values are:
- Business
- Hi Tech
- Canada
- Revenue Agency
- City
- CA
- Knoxville
- Oakland
- Federal
- Air Force
- Department of Labor
- Health Care
- Hospital
- State
- Census
- You can add additional categories to meet your organization's needs.
- In this topic, you will modify the category options.