Define a Dictionary Item for an Existing Custom Field

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When a custom field has been defined for a document type (for example, Cost Codes), you can create a dictionary of terms for custom fields and select the module to which the custom field applies. When you add dictionary definitions to custom fields, the entries appear on the Custom Fields tab in the document window. You can then choose these definitions to apply to the corresponding document.

Note: Only custom fields of type Character or Upper Case can have dictionary items defined for them.

To define a dictionary item:

  1. Right-click on the top-level folder (All Projects) in the left-hand navigation pane, and select Custom Fields.
  2. Expand the document type to which you already added custom fields.
  3. Click Add or click Edit for a custom field.
  4. Select the Dictionary option.
  5. If appropriate, mark the Allow users to enter items not in the list option to enable users to enter new items.
  6. Click Add. The Dictionary Item dialog box will open.
  7. Enter the name of the dictionary item.
  8. Optionally, enter a description for the item.
  9. Either click Save and Close when you are finished, or click Save and Add Another and repeat steps 7 through 9.
  10. Click Save and Close on the Custom Field dialog box.
  11. Click Close on the Custom Fields dialog box.

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Last Published Wednesday, June 17, 2015