Create child code values in a hierarchical code list. For example, you might want to add the Electric Power Distribution code value as a child code value of the Utilities code value.
The following video shows you how to create child code values in a hierarchical code list:
In the
Explore
panel, select a code list and click
Open
.
The code list opens on a new tab.
Click
Lock
.
A draft version of the code list is created.
Hover over the code value that you want to create a child code value under, and then click
New
.
The
New Code Value
dialog box appears.
To copy all the values from the parent code value, perform the following actions:
Click
Copy Values from Parent Code Value
.
Edit the values that are different from the parent code value.
To enter values for the child code value, perform the following actions:
In the
Name
field, enter a name.
In the
Code
field, enter a code value.
Optionally, complete the remaining code value fields.
To move code values, drag a code value to a new location. Click
OK
.
Create additional child code values.
Click
Save
.
The new code values appear in the code list.
You can't add a child code value to multiple parent code values in hierarchical code lists.
To send your changes for approval, perform the following actions:
Click
Submit
after you finish adding child code values.
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
OK
.
The code list is reset to the draft state. To unlock the code list, you must discard the draft.
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