The Global tab lists all existing global activity codes and values for your organization. If you have the appropriate security privileges, use this tab to create, modify, or delete global activity codes and values.
On the Global tab, you can
- Add global activity codes
- Add global activity code values
- Modify global activity codes and values
- Delete global activity codes and values
- Cut, copy, and paste global activity codes and values
To add a global activity code, click at the top of the tab or right-click and choose Add Activity Code. The new activity code will be added beneath the activity code you select. When you create a new activity code, the activity code name is automatically generated using auto-numbering. To change the activity code name, click in the Name field, then type a name. To specify the maximum number of characters for the activity code's values, double-click in the Max Code Length field, then type or select a new number for the activity code value. You can specify a maximum of 20 characters for code values. If you want to make a global activity code a secure code, mark the Secure Code checkbox. You can designate a global activity code a secure code only if you have the appropriate security privilege; otherwise, this checkbox does not appear. To save your changes, click
when finished.
Tip: Click
to search for an activity code, value, maximum length of a code value or secure code settings. The Find button searches through expanded items only.
Add global activity code values
You can add a global activity code value at the same level as an existing code value (sibling) or at a subordinate level (child). To add a sibling global activity code value, select the global activity code or a code value, then click at the top left of the tab. To add a child level activity code value, right-click and choose Add Child Activity Code Value. In the new code value row that is added, edit the Name and Description as necessary. The name of the code value cannot exceed the maximum character length specified for the activity code. To apply a color to the activity code value, click in the Color field, click Browse
, then select a color to apply. To save your changes, click
when finished.
Modify global activity codes and values
To modify the global activity code name and maximum code length, double-click in the respective fields.
To modify the global activity code value name and description, double-click in the respective fields.
Delete global activity codes and values
Select the global activity code or activity code value you want to delete, then click at the top of the tab or right-click and choose Delete. When you try to delete an activity code, you are prompted to confirm the deletion. Click OK to confirm the deletion.
Tip: When you delete an activity code, associated code values and assignments to activities are also deleted.
Cut, copy, and paste global activity codes and values
Select the global activity code or code value you want to copy or move. To copy a global activity code or value, click at the top of the top of the tab or right-click and choose Copy. To cut a global activity code or value, click
at the top of the tab or right-click and choose Cut. Select the row where you want to insert the cut or copied activity code or code value, then click
at the top of the tab or right-click and choose Paste. You can copy or move multiple activity codes or values at a time.