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:
1In the Explore panel, select a code list and click Open.
The code list opens on a new tab.
2Click Lock.
A draft version of the code list is created.
3Hover 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.
4To copy all the values from the parent code value, perform the following actions:
aClick Copy Values from Parent Code Value.
bEdit the values that are different from the parent code value.
5To enter values for the child code value, perform the following actions:
aIn the Name field, enter a name.
bIn the Code field, enter a code value.
cOptionally, complete the remaining code value fields.
6To move code values, drag a code value to a new location. Click OK.
7Create additional child code values.
8Click Save.
The new code values appear in the code list.
Note: You can't add a child code value to multiple parent code values in hierarchical code lists.
9To send your changes for approval, perform the following actions:
aClick Submit after you finish adding child code values.
The Send for Approval window appears.
bSet the priority, due date, and optionally add a comment.
cIn the Compare Versions section, review your proposed changes.
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:
aClick Cancel Approval Request.
A confirmation dialog box appears.
bClick OK.
The code list is reset to the draft state. To unlock the code list, you must discard the draft.