HomeGuide Archives :: Worldox GX3Code Lookup TablesIntroduction to Field Code Lookup Tables

5.1. Introduction to Field Code Lookup Tables

Selecting items from field code lookup tables is fundamental to understanding how to save and search for documents in Worldox. To view the field code lookup table, simply click on the button next to the field you'd like to view.

Each table contains both field codes and descriptions. 

Here is an example of a field code lookup table:

Using values in code lookup tables ensures that everyone is filing consistently because for the most part, Worldox fields require that you select a value from the lookup table to file a document.

Some of the fields in the code lookup tables are linked to others.  For example, in the example below, the Doc Type table is linked to the Category table:

Another example is when Investment Accounts are linked to client names.  The values in the Acct No field are linked to the client code.

Worldox also allows you to flag entries as inactive or active.  Note in the illustration below, ALBEJO01 has a slightly different icon than ADAMGR1.  The red circle on the icon indicates that the client code is inactive.

You can still search for and save documents to inactive values, this is simply a visual indicator to you that that value is inactive.

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