Creating code values for code types

Use the Values tab to define code values for code types.

To create code values:

  1. Select Administration > Configuration > Global Codes > Values.
  2. Click New Record.
  3. Specify this information:
    Code Value
    Specify the new code value and description.
    Category
    Specify the category. This field on Values tab is disabled if the parent record selected on the List View tab does not have a value in the Categorized By field. This field on Values tab is enabled if the parent record selected on the List View tab does have a value in the Categorized By field.
    Status
    Specify Active to use the code value.
    Position
    Specify any number between the range of 1 and 9.
The value in the Categorized By field, on the List View tab is another Code Type value whereby one record references another. See below example:
  1. Code Type: CONTRY (Country Code) is pre-installed. It has many Code Values defined for it. Two of them are:
    1. US (United States)
    2. CA (Canada)
  2. Code Type: STPRCD (State/Province Code) is also pre-installed and has CONTRY referenced in its Categorized By field. It also has many Code Values defined for it, some of which are shown below. The Category field is enabled and optional because it has the CONTRY code type referenced in the Categorized By field, on the List View tab. Each code value that is created can be assigned one of the code values for CONTRY.
Code Value Code Description Category
SC South Carolina US
ON Ontario CA
QC Quebec CA
OR Oregon US