Define Categories for Spreadsheet Templates

If you define many spreadsheet templates, then you may want to group them by category to make retrieval easy. No categories are predefined. This topic describes how to define template categories.

Follow these steps:

1. In the Setup and Maintenance work area, go to the Manage Common Lookups task.

2. On the Manage Common Lookups page, search for the lookup type ORA_HRC_DL_TEMPLATE_CATEGORY.

3. In the search results, select ORA_HRC_DL_TEMPLATE_CATEGORY to display its lookup codes.

4. Click the New icon to add a row to the lookup codes table.

5. Define the lookup codes for your categories. For example, to create a category for worker templates:

   1. Enter WORKER_TEMPLATES in the Lookup Code field.

   2. Enter Worker in the Meaning field. This value appears in the list of categories on the Spreadsheet Templates page, for example.

      Tip: The Display Sequence value is a number that specifies the position of this category in the list of categories.

6. Click Save and Close.

You can now select your category on the Spreadsheet Templates and Template Definition pages. You can also search by category when you perform an advanced search for a spreadsheet template on the Run Spreadsheet Data Loader page.