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Adding code values

Add code values to a code list by locking the code list or without locking the code list.

In the

Explore

panel, select a code list and click

Open

The code list opens on a new tab.

To restrict other users from editing the code list, click

Lock

A draft version of the code list is created, and the code list is locked for other users.

Click

Add Code Value at the Root Level

The

New Code Value

dialog box appears.

If the code list is dependent on another code list or a reference data set, select a value in the

Dependency

field.

In the

Name

field, enter a name.

In the

Code

field, enter a code value.

When you add a code value, if the reference data type attributes of a code list contain more than 100 values, type a few characters and select one of the matching values. If the reference data type attributes contain less than 100 values, select the value from the list.

When you search for a reference data attribute value, type a few characters and then press

Enter

or click the

icon to display relevant matching values.

Optionally, complete the remaining code value fields.

Field	Description
Description	A description of the code value.
Status	The state of the code value in the life cycle. If you don't see options in the list, configure your system reference data values. For more information, see Adding values to system reference data.
Effective Date	The date the status is effective from. You can't type a date. To select or modify a date, use the Calendar icon. To clear the selection, click the Remove icon.

If you set default values for code list attributes, the default values appear in the fields. You can also modify the default values.

For example, if you have added the City attribute and set a default value as Germany, you can view the default value in the City field. To modify the value, you can remove the value and enter a different value.

When you set default values, such as 1e or 9e308, for decimal or integer attribute types, Reference 360 doesn't display any value in the

Default Value

field.

Click

Save and New

to add additional code values, or click

Save

The new code values appear in the code list. If you skipped step 2, a draft version of the code list is created now.

Users with a Reference Data Management Basic Edition license can't send the proposed changes for approval.

To send your changes for approval, perform the following actions:

Click

Submit

after you finish adding code values to the code list.

The

Send for Approval

window appears.

Set the priority, due date, and optionally add a comment.

In the

Compare Versions

section, review your proposed changes.

Click

Send for Approval

You receive an email notification confirming that you successfully sent the approval request. Users assigned the Business Steward stakeholder role for the asset or the

Reference 360

Business Steward role are notified of the task. The task appears in the

Workflow Inbox

tab.

Users assigned the Reference 360 Business Steward role and the Business Steward stakeholder role for an asset can send their proposed changes for approval or directly publish their changes without approval.

To cancel the approval request, perform the following actions:

Click

Cancel Approval Request

A confirmation dialog box appears.

Click

The code list is reset to the draft state. To unlock the code list, you must discard the draft.

Manage code values

Rules and guidelines for adding code values with dependent reference data attributes

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