Used in editing field codes.
Field/Choice |
Description |
Add new |
The linked choice is pre-selected. Unless you choose otherwise, this means the new code will only be associated with the code already selected in linked field (in the example shown, a Client code). If you do want this same code and description to be available to all codes in the linked field, select the Global choice. Notes: • This global/linked choice only appears when codes are being added to a linked field (such as Matter, linked to Client). Here's some background on linked profile fields. • The other factor controlling the presence or absence of the global/linked choice is your specific user entitlements. If you do not see this option, that could simply mean you don't have rights to see it. |
Code |
The code is required. You can use numbers or letters, or both. |
Description |
A description is optional, but could be very helpful to users as they select field codes. |
Active/Inactive |
The active choice is pre-selected. Unless you choose otherwise, this means the new code will be active and available for selection in profiling or re-profiling documents. If you want the new code to be inactive, click the Inactive button. Inactive codes may be used for certain actions (such as searching), but not for others (save, copy, move, et al.), depending on how Worldox is configured at your site. |