Reference 360

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Step 2. Define the structure, attributes, and display settings of code lists

Define the structure, attributes, and display settings of the code list. Code lists inherit their structure and attributes from the reference data set.

After you create the code list, some actions are restricted to prevent issues with the definition of the code list, such as modifying the structure. For more information, see Code lists.

Click

Definition

The

Definition

tab opens.

If the code list didn't inherit a structure from the reference data set, configure the structure definition.

Option	Description
Hierarchical	A hierarchical code list allows you to arrange code values into levels to create hierarchies. The following video shows you how to create a hierarchical code list: For more information, see Hierarchical code lists.
Dependent	A dependent code list depends on code values in a code list that belongs to a different reference data set. For more information, see Dependent code lists.

Optionally, to configure business IDs for code values in the code list, select

Enable Business ID

and specify the business ID properties.

The following table describes the business ID properties:

Property	Description
Display Name of Business ID	Name of the field that displays business IDs. Default is Business ID .
Format	Required. The format in which you want the business IDs to be generated. Select one of the following formats: Alphanumeric. Use 10 to 24 characters, starting with a prefix that consists of three characters. The prefix can contain uppercase letters and numbers. For example, RDM4AB78W2. Numeric. Use 10 to 24 numbers including a prefix of three digits. For example, 9994567123. You can enter an offset value. The business ID of code values created by Reference 360 starts at the offset value, excluding the prefix. For example, with a length of 10, an offset value of 1000, and a prefix of 999, the starting business ID is 9990001000.
Length (including prefix)	Required. Total length of the business IDs.
Prefix	Required. Characters added to the beginning of business IDs.
Offset	Starting value for business IDs that Reference 360 generates. Applicable for numeric business IDs.

Optionally, configure a custom attribute for the code list.

Users with a Reference Data Management Basic Edition license cannot edit the existing attributes, add new attributes, or add rules to the attributes of the code list.

Click

Add

An attribute row appears in the

Attributes

section. In the

New Attribute

panel, you can configure the details of the attribute.

In the

Attribute Name

field, enter a name.

Ensure that you don't use the display name of the business ID of the code list or the reserved keywords. For a complete list of reserved keywords, see Reserved keywords.

Reference 360 generates internal field names for the attributes based on the attribute names and displays them in the export file when you export code values.

For more information about the properties of attribute names and their corresponding internal names, see Attribute names.

From the

Type

list, select the data type of the attribute.

You can define a scale for the Decimal data type attributes. The supported scale value ranges from 1 to 34. The default scale is 4 and the default precision is 34. Ensure that the scale value that you define is less than the default precision.

Set a default value for the attribute.

When you add a code value to the code list, the field displays the default value. If you add new rule associations or modify the existing rule associations for the attribute,

Reference 360

clears the default value. You can set a default value based on the configured rule association.

To make the attribute required, select

Required

To add a validation rule for a string, integer, or decimal attribute type, click

Add Rule

and configure a validation rule.

The following table lists the validation rules that you can configure for each attribute type:

Attribute Type	Rules
String	Allowed Characters Not Allowed Characters Concatenate Contains Does Not Contain Minimum Length Maximum Length Starts with Ends with For attributes with a concatenate rule, you can update the values that are used in the concatenated attribute value. However, if you configure a concatenate rule for the Code attribute, you cannot update the values in the concatenated attribute value.
Decimal	Minimum Value Maximum Value Maximum Scale Maximum Precision
Integer	Minimum Value Maximum Value
Date	Start Date End Date Date Range

You can set a new attribute or an existing attribute as required for an existing code list. You can't set the Name and Code attributes as optional as they are required by default.

When you set a new attribute or modify the existing attribute as required, a warning message appears.

After you update a code list definition, save the changes before you add a code value to the code list. Otherwise, the changes are lost, and the

Save

button is disabled. To update the code list again, close and reopen it.

Optionally, in the

Display Settings

section, select the attribute that you want to appear in

Reference 360

to represent code values in the code list.

Creating code lists

Reserved keywords

Attribute names