Enabling System Types and Codes for the Web

In order for the new Profile .NET controls to display on the e-Business website, you have to enable the system types and codes in the back office.

To web-enable the system types and code in the back office:

1.    From the Personify main toolbar, select System Admin > System Codes > System Types and Codes, as shown below.
System_Types_and_codes.png
The Types and Codes Maintenance search screen displays, as shown below.
Types_and_Codes.png

2.    From the Subsystem drop-down, select the appropriate subsystem.
For example, if you wanted to web enable the PROG_DEGREE code, from the Subsystem drop-down, you would select "Customer Subsystem", as shown below.
Subsystem.png

3.    In the Type field, enter the appropriate system type.
For example, if you wanted to web enable the PROG_DEGREE code, in the Type field enter "PROG_DEGREE", as shown below.
Type.png

4.    Click Search.

Note_Image.png If you do not type the code exactly as listed above, you will get the following error message:
Error_Message.png
You can put a % before and after a couple letters in the search. For example, if you enter “%CUS”, the system will return CUSRELATION, CUS_COUPON_STATUS, etc (See Personify Wildcard Search for more information).

The Types and Codes Maintenance-Type Detail screen displays, as shown below.
Types_and_Code_Def.png

5.    In the Existing Defined Codes section, click Edit Codes for this Type, as highlighted below.
Edit_Codes_for_this_Type.png
The Types and Codes Maintenance-Type Information screen displays, as shown below.
Types_and_Codes_Maintenance-Type.png

6.    Select the code that you want to be web enabled, and in the Code Detail section, check the Available to Web checkbox, as highlighted below.
Available_to_Web.png

Note_Image.png Make sure that the Active checkbox is also checked. If it is not, the code will not display on the e-Business website.

7.    Repeat step 6 for all the codes that are listed.  
For example, in order to enable all the codes for PROG_DEGREE, you would select each code listed in the Code/Description section (e.g., Bachelor of Arts, Bachelor of Science, Certified Association Executive, Masters in Business Admin, etc), and check the "Available to Web" checkbox.

8.    If the code has subcode(s) listed, perform the following:

a.    In the Code Detail section, click Edit Subcodes for this Code, as highlighted below.
Edit_Subcodes.png
The Types and Codes Maintenance-Types and Codes Definition screen displays, as shown below.
Subcode_Main_Screen.png

b.    Select a subcode that you want to be web enabled, and in the Subcode Detail section, check the Available To Web check box, as highlighted below.
Subcode_Available_to_Web.png

 Note_Image.png Make sure that the Active checkbox is also checked. If it is not, the subcode will not display on the e-Business website.

c.    Repeat step 8 for all the subcodes that are listed.  

9.    Click Save.