How to Add Lookup Types

Path: Organization > Lookups

All Lookups windows are similar. Some have only a few Tabs, typically Identity, UDF, and Browse. Others have additional Tabs such as Costs, Repair Centers, and Tasks.

A Lookup record cannot be deleted once it is used in other records.

Establish types using the following general instructions.

1. Open Organization > Lookups > [Your Selection] Type.
2. Click Add on the WebTMA toolbar.
3. Complete the required fields. Typically only the code and description are required.
4. Click other Tabs on the window if present.
5. Add optional information if desired. See How to Add Subtypes.
6. Click Save on the WebTMA toolbar.

See the topic Subtypes for cautions about overuse.