Reference 360

Back Next

Step 2. Define a reference data set

Define the structure, attributes, and display settings of a reference data set. When you create code lists, the code lists inherit the structure definition and attributes from the reference data set.

After you create the reference data set, some actions are restricted to prevent issues with the definition of the crosswalk, such as modifying the structure definition or creating additional required attributes. For more information, see Reference data sets.

Click

Definition

The

Definition

tab opens.

Optionally, configure the structure definition of the reference data set.

Option	Description
Hierarchical	A hierarchical reference data set supports hierarchical data structures and passes on its hierarchical support to its code lists. Code lists that support hierarchies allow you to arrange their code values into levels. For more information, see Hierarchical reference data sets.
Dependent	A dependent reference data set depends on the code values in another reference data set and passes on its dependency to its code lists. For more information, see Dependent reference data sets.

Optionally, to configure business IDs for code values in a default 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, select the attributes that you want to display by default.

Click

Pencil

Select

Required

Optionally, configure a custom attribute for the reference data set.

Click

Add

An attribute row appears in the

Attributes

section. In the

Attribute Details

panel, you can configure the details of the attribute.

In the

Attribute Name

field, enter a name.

From the

Type

list, select the data type of the attribute.

For more information about the type of attributes, see Attributes.

If the reference data attribute depends on the existing reference data attributes, you can set dependency by selecting a reference data attribute in the

Dependent On

field.

For more information about the dependency between reference data attributes, see Attributes.

To make the attribute required, select

Required

You can set a new attribute or an existing attribute as required for the existing reference data sets. You cannot 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.

In the

Display Settings

section, select the attribute that you want to display in

Reference 360

to represent code values in the reference data set.

The following image shows a sample page to define the structure, attributes, and display settings of the code list: