Use the Ethnicity Type Setup screen to create, view, and edit the different Ethnicity Types that will be used on Patron Account pages. The page appears as shown below:
We'll return to this Search Form in a moment. For now, click Add New to create a new Ethnicity Type.
Clicking Add New will open the Add New Ethnicity Type page, as shown below:
Use the fields provided to create a name, a code, and a Sort Order for the new Ethnicity Type. Note that Sort Order requires a numeric value. You can also use the check-box provided to set the item as Active or Inactive.
Once you have filled in the required fields, click Save to create the Ethnicity Type; click Cancel to return to the previous screen without saving.
| Important! | Fields marked with * are required; you will not be able to continue until all required fields have been filled. |
| Field Name | Description |
|---|---|
| Ethnicity Type | The full name of the ethnicity type as it will appear on lists and patron account screens. |
| Ethnicity Code | The abbreviated name of the ethnicity type that will be displayed on lists and on patron account screens. |
| Sort Order | The sorting priority for the item. You may only use numeric values when filling this field. |
|
Active |
Check this box to make the item active, or leave it unchecked to make the item inactive. |
Now, let's return to the Search Form.
Use the fields provided to narrow your search by Ethnicity Type and Ethnicity Code. You can also use the check-box provided to display Inactive items as well as Active ones.
Click Search to generate a list of items based on the information you provided. The list will appear as shown below:
You can sort the list by Ethnicity Type, Ethnicity Code, Sort Order, and whether the item is Active or Inactive by clicking the column headers. You can also use the 
icon in the first column of each row to edit the item in that row.
Clicking the Edit icon opens the Edit Ethnicity Type screen, as shown below:
Use the fields provided to change the Ethnicity Type's name, Code, and Sort Order. Note that Sort Order requires a numeric value. You can also use the check-box provided to make the item Active or Inactive.
When you have completed any desired changes, click Save to keep the changes; click Cancel to return to the previous screen without saving.
| Important! | Fields marked with * are required; you will not be able to continue until all required fields have been filled. |
| Field Name | Description |
|---|---|
| Ethnicity Type | The full name of the ethnicity type as it will appear on lists and patron account screens. |
| Ethnicity Code | The abbreviated name of the ethnicity type that will be displayed on lists and on patron account screens. |
| Sort Order | The sorting priority for the item. You may only use numeric values when filling this field. |
|
Active |
Check this box to make the item active, or leave it unchecked to make the item inactive. |
| Display Inactive | Check this box to display inactive items as well as active items. |
|
|
Open the Edit window for the selected item. |