How to add a new TMS or HR Lookup Field

How to add a new TMS or HR Lookup Field

This article is designed to show the user how to create a new look up on the TMS  system and add the new Lookup to an existing panel.



Note: Before performing these instructions please ensure a recent backup of the TMS database has been taken by your IT department prior, as this will involve modifying existing tables.


First of all you will need to open your WinTMS folder and load the DBDEF.exe application as the MASTER user




How to add a new Lookup:

Click on the menu System > Maintain Lookups


Then click on the ADD button at the side of the list of tables to add a new table and when prompted enter a new name i.e. COUNTRY:




  |


Then enter the required details (example shown below) and click OK






You should now see your new Lookup in the list.






Then click on the menu System > Maintain Tables.  


Select the table which you want the new lookup to be associated with and click on the ‘Modify’ button.  This example is using TMSEMP:




You will need to add a new entry for ‘Country’ at the foot of the table as shown below, when you are done you will need to click the ADV button for the advanced options.




  |



Then select COUNTRY as the lookup which you created earlier.  If you wish to maintain the history of the field then change this from ‘N’ to ‘Y’.  You can also set a default value (used by the lookup code) for the field within the Default section.




  |


When you click OK to exit out of all of the options screens you will be asked to rebuild the tables, click YES to rebuild.





How to add a Lookup to a Panel:


Now you have created the field and the look up, all we need to do now is to add it to a panel.  To do this click on the menu System > Maintain Panels then select the panel (i.e. TMSEMP or JOBORG) and click on the modify button:




Once you have entered the screen below, click the Add button to add the new field:





You will need to select Edit as the type and click on OK. 




Then select the Table and Field name as shown below:




The field properties should be the following: 






When you click OK your new field will be added to the top of the panel as a white square with a black border.  Select the field and drag it into a more convenient place on the panel and click on OK:




  |



Then close the Maintain Panel section and exit out of the DBDEF application.



How to add codes to the new lookup:


Load TMS as the MASTER user. Click on SYSTEM > Maintain Codes.  Then select the field you added and click on the Modify button.




You can now enter the items you want in the list by click on the ‘Modify’ button, then entering the relevant code information and clicking on the ‘Apply’ button.




  |


You can now go to the panel where the field was added (i.e Additional TMS or TMS panel within the Employee Details).  You should see the new field and be able to select the codes you just entered in the maintain codes section:







    • Related Articles

    • How to add a new TMS or HR Text Field

      This articleis designed to show the user how to create a new alpha field onto either a TMS or HR Manager Panel. Note: Before performing these instructions please ensure a recent backup of the TMS database has been taken by your IT department prior, ...

    • Create New User

      From Maintain User> Add We enter the NEW user's Username, in this case SUSANG and pressed OK Next we completed the Edit User screen . We entered the User's Full Name and Profile. We clicked on the Set Password button and gave the User a temp password ...

    • Add employee

      The Add employee page enables you to add a new Employee to the system in addition to amending their licences and selecting their details type. The Add employee page is only available to Supervisors with Employee > Add enabled in their TMS user ...

    • Employee in TMS but not in HR Manager

      To check the Employee Type License for that employee, select the employee in WINTMS.  Then under the Employee Menu, go to Change Employee Type.    Then select Set Licence Options.   And ensure that the HR Licence is checked.   

    • Upgrading V8 User manual

      Introduction This article is intended to guide through the six stages required to upgrade an existing installation of Mitrefinch TMS for Windows and WebTMS v8. It is intended for an IT professional who is familiar with the Mitrefinch software ...