Manage Dictionaries

Dictionaries contain values that populate drop-down lists and multi-select drop-down lists in the application.

Introduction

Clients often want to add custom values or custom dictionaries and selectively enable or disable dictionary values for specific organization levels.

There are two types of dictionaries:
  • System Dictionaries: These are provided by default. The dictionary names cannot be modified and the dictionaries cannot be deleted. However, you can configure values in these dictionaries. System dictionaries can be private or public:
    • Private: Values can be updated (renamed). You cannot add or delete values.
    • Public: Values can be added, deleted, and updated.
  • Custom Dictionaries: These dictionaries are created for clients. Their names can be edited, they can be deleted, and their values can be configured.

You use the Manage Dictionaries screen to work with system and custom dictionaries. The Manage Dictionaries screen contains three tabs (Dictionary, Organization Level, and Import/Export) or two tabs, if the client is not using organization levels.

How to Access the Screen

  1. In the Global Toolbar, display the Settings menu and select Settings.
  2. Select the System Configuration tab, if necessary, to display system configuration options.
  3. Display the Show drop-down list and select Dictionaries. The Manage Dictionariesscreen displays. It contains

Tasks You Can Do on This Screen

  • Add icon - Add a new dictionary.
  • Save icon - Modify and save the currently selected dictionary.
  • Dictionary tab - Update dictionary values.
  • Organization Level tab - Enable or disable dictionary values for specific organization levels (available only if the client is using organization levels).
  • Import/Export tab - Import or export dictionary values.