Lookup Types are used to categorize or group items to enhance search, sort, and reporting capabilities. The Type field is usually required in the associated record. Therefore, some types must be defined before setting up most records.
The Lookups window lists many of the tables that define the actions you can take and the selections made when you create a new record. The first table displays when the window opens. Scroll down the left pane to find the Type table you need and click the name.
Whether the Lookup table names include the word Type or not, they have a similar function to help you recognize and sort data.
The use of easily recognized categories specific to your organization is vital to setting up types. The tree list in the left pane identifies general types.
Type records must be established prior to setting up most records. The key to setting up Types is to use easily recognized categories specific to your organization.
An Active check box on the window allows the WebTMA System Administrator to hide Types that are no longer used. This maintains the integrity of the data while limiting the choices for future selections. Types that have the Active check box cleared do not appear in selection drop down lists, popup windows, and reports.
The names of types are sensitive to any custom text you selected in Admin > Text Management. If your WebTMA System Administrator has changed your nomenclature, it is reflected in the Lookups windows.