Creating generic lookup items

You can create generic lookup items for every generic lookup type in the application.

  1. From the menu, select Setup > Generic Lookup.
  2. Click New.
  3. Specify this information:
    Type
    Select a generic lookup type.
    Code
    Specify a code. The code must be unique. Two or more items cannot have the same code.
    Name
    Specify a name for the generic lookup item. This name will be displayed as field values for the generic lookup type.
    Description
    Optionally, provide a description for the generic lookup item.
    Status
    Select a status.
    Note: You can change the status of a generic lookup item that is currently in use in a record. Inactive generic lookup items are not displayed in a record.
    Sequence
    Specify a sequence number. The sequence number determines the order of priority of the generic lookup.
    System Defined
    This check box is selected if the generic lookup item is system defined.
    Note: Updating a system-defined generic lookup item that is currently in use may affect the modules or processes that use the generic lookup item.
  4. Click Save.