Create Codes for Custom Fields

Because custom fields are not associated with existing codes in the system, you will need to create codes to populate any custom drop-down menus. To creae codes, follow these steps.

1. From the Setup menu, select General > Codes.

   The Code Setup page opens.

2. From the Segment drop-down menu, verify that the correct segment is selected.

3. From the Code List drop-down menu, select a custom field from the list of standard and custom fields.

   The existing codes tied to the selected custom field are shown in the list.

4. Click the New button.

   The Code Setup dialog box appears.

5. In the Code field, enter the code you want to add.

6. In the Description field, enter a description for the new code.

7. Select the Show in New/Edit check box to have the code available on New/Edit pages.

8. Select the Show in Query check box to have the code show on Query pages.

9. Click Save to save this custom field or click Another to save this custom field and create another.

Once a code is added, you can edit it by clicking the Edit button (the pencil icon) next to the code in the grid or delete it by clicking the Delete button (the red X) next to the code in the grid.