How to create the document record categories and subcategories

Document Record (Category)

If you want to create a new category for your documents, you need to access the Manage Common Lookups task. This task allows you to view and modify the lookup types and codes that are used by various applications. One of the lookup types is DOCUMENT_CATEGORY, which defines the categories that you can assign to your documents.

To find this lookup type, you can use the search box and enter DOCUMENT_CATEGORY as the search term. You will see a list of results that match your query. Click on the one that says DOCUMENT_CATEGORY: Lookup Codes. This will open a page where you can see all the existing categories that are provided by Oracle. You can use any of these categories for your documents, or you can create your own custom category.

STEPS TO CREATE CATEGORY

• Go to Setup and Maintenance
• Click on Task Pane
• Click on Search
• Enter Manage Common Lookups
• Lookup Type: DOCUMENT_CATEGORY
• Click on the + icon
• Lookup Code: XYZ
• Enabled: Yes
• Start Date: Today's date
• Meaning: XYZ
• Description: Documents related to XYZ
• End Date: Leave blank 

Document Record (Sub-category)

Now let's understand how to create the subcategories for your documents. First, you need to go to the Manage Extended Lookup Codes task. This will take you to the Extended Lookup Codes page. Here, you need to find the Document Category entry under the Lookup Types section. Then, you need to scroll down and look for the Document Category: Manage Extended Lookup Codes section. Here, you can click on the + Add icon to create new subcategories for your documents.

I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.