Introduction to Editing Values in Code Look Up Tables

On occasion, you may need to edit the values in the field code lookup table. 

In the field code lookup table, you will see an "Edit" button.  The illustration below is the field code lookup table for the AcctNo field.

You will begin by highlighting the entry you wish to edit, and then selecting the "Edit" button.

This will open the Field > Edit window:

Important:  Remember that Worldox uses the field code to create an underlying folder structure in which the documents are stored.  Therefore, editing field codes requires a bit more than simply editing a field description.  Please follow the instructions for Editing a Code explicitly to ensure that your documents are easily searchable!

Edit a Description

You may have inadvertently added a field description with a typo or need to update that description to make it more meaningful.

To edit the description in a field code lookup table:

• Open the code lookup table
• Highlight the entry you wish to edit
• Select the "Edit" button
• Change the description

Important:  These instructions are valid *only* for editing field descriptions.  Remember that Worldox uses the field code to create the underlying folder structure in which the documents are stored.  Therefore, editing client codes requires a bit more than editing a description.  Please follow the instructions for Editing Codes explicitly to ensure that your documents are easily searchable!