Custom Codes
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      2. Setup Files
      3. Custom Codes

      Custom code lists page

      Get to know the custom code lists page from top to bottom.

      Steps: 

      1. Navigate to SET UP FILES > Custom Codes > Custom Code Lists. Alternatively, you can also access Custom Code Lists directly from the Custom Code Labels page. 
      2. The following filters, buttons, and hyperlinks are available on this page.
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      Filters Description
      Transaction Type Select a transaction type. This list includes all of the master data records where you can create an agency-defined field.
      Label  Select an industry. 
      Level Select a level. Choose from 1 to 5.  The number corresponds to the Custom Code Label number. 
      Code  Enter a code. 
      Name Enter a name. 
      Show Inactive Click to show inactive transactions.

       

      Buttons  Description 
      Create a new custom code list entry Click to create a new custom code list. 
      Delete  Click to delete a custom code list. 
      Clear Filters  Clears the information placed in the filters.

       

      Hyperlinks Description
      List Export Export or download the custom code list as an Excel file. 
      Import Import a custom code list Excel file
      Custom Code Labels  Takes you to the custom code label page. 
      Transaction Type  Click to drill down and view the custom code list entry.