Reference 360 > Manage code values > Editing code values
  

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.
    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.
    3On 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.
    4On the Summary tab, click the Edit icon.
    5Edit the details as required.
    6Click 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.
    Note: Users with a Reference Data Management Basic Edition license can't send the proposed changes for approval.
    7To send your changes for approval, perform the following actions:
    1. aClick Submit after you finish editing the code values in the code list.
    2. The Send for Approval window appears.
    3. bSet the priority, due date, and optionally add a comment.
    4. cIn the Compare Versions section, review your proposed changes.
    5. 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.
    8To cancel the approval request, perform the following actions:
    1. aClick Cancel Approval Request.
    2. A confirmation dialog box appears.
    3. bClick OK.
    The code list is reset to the draft state. To unlock the code list, you must discard the draft.