Adding code values

1In the Explore panel, select a code list and click Open.
The code list opens on a new tab.
2To 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.
3Click Add Code Value at the Root Level.
The New Code Value dialog box appears.
4If the code list is dependent on another code list or a reference data set, select a value in the Dependency field.
5In the Name field, enter a name.
6In 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.
Note: When you search for a reference data attribute value, type a few characters and then press Enter or click the Search icon to display relevant matching values.
7Optionally, 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. Note: 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. Note: 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.
Note: 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.
8Click 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.
Note: Users with a Reference Data Management Basic Edition license can't send the proposed changes for approval.
9To send your changes for approval, perform the following actions:
1. aClick Submit after you finish adding code values to the code list.
The Send for Approval window appears.
2. bSet the priority, due date, and optionally add a comment.
3. cIn the Compare Versions section, review your proposed changes.
4. dClick 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.
Note: 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.
10To cancel the approval request, perform the following actions:
1. aClick Cancel Approval Request.
A confirmation dialog box appears.
2. bClick OK.
The code list is reset to the draft state. To unlock the code list, you must discard the draft.

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

• •Reference 360 disables the dependent reference data attributes until you select a value for the reference data attribute that it depends on.
For example, if the Country of Birth depends on the Continent of Birth, you can't select a value for the Country of Birth attribute until you select a value for the Continent of Birth attribute.
• •If you modify the selected value for a reference data attribute, Reference 360 clears the selected values for its respective dependent reference data attributes.
• •If you select a hierarchical code list for a reference data attribute that depends on another reference data attribute, Reference 360 displays the values in hierarchical structure.
• •After you add default values for reference data attributes set with dependency, if you clear the default value for a reference data attribute, Reference 360 clears the default value for its dependent reference data attributes.
For example, the Country of Birth attribute depends on the Continent of Birth attribute. You have set default values for the Country of Birth attribute as India and for the Continent of Birth attribute as Asia. When you add a code value, if you clear the default value for the County of Birth attribute, Reference 360 clears default value for the Continent of Birth attribute.