Defining System Types and Codes

System types and codes are the valid codes that can either be selected by users or populated in code fields by the system. This is useful for data entry, because only valid values that match pre-defined codes can be entered. All system types and codes are visible across all organization units and organizations within the application. Personify is delivered with many of the system types and codes pre-populated.

Note.pngTypes, codes, and subcodes that are inactive (the Active checkboxes are deselected) do not display on their related screens as options. For example, if the “Student” code for the Customer Class type is inactive, then when you create a new customer, “Student” does not display in the Customer Class drop-down.

Personify's system types and codes is actually a three-level code system:

1.    Type codes are defined by subsystem and maintained in the App_Type table.

2.    For each type code, one or more code values are defined, which are maintained in the App_Code table

3.    Subcodes can be defined for the code values, which are maintained in the App_Subcode table.

 

There are three types of system codes:

·            Fixed codes – codes that are needed by the system because they govern system behavior. Fixed codes cannot be changed.

·            System codes – codes that the system may need. Users are allowed to add their own codes.

·            User codes – codes associated with user-defined type codes. Typically, user codes are created in Application Designer for use with user-defined combo box fields.

 

Usually, the name of the type code is the same as the validated field name, without the “_CODE” suffix. For example, the CUSTOMER_CLASS _CODE is a validated code field in the Customer table. The name of the type code associated with valid values that can be selected for that field is “CUSTOMER_CLASS.”

 

From the Types and Codes Maintenance screen, you can define the following:

·            Type Codes

·            Codes

·            Subcodes