Reference 360

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Editing code values

Edit code values in a code list by locking the code list or collaborating with other users 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.

On the

Values

tab, click the code value that you want to edit.

The code value details panel displays the details of the code value in different tabs.

On the Summary tab, click the

Edit

icon.

Edit the details as required.

Click the

Save

icon.

When you don't lock the code list, the edited code value appears locked for other users and can't be edited by other users.

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 editing the code values in 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.

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Reference 360

Reference 360

Editing code values

Editing code values