Export code values in a code list to a CSV file. You can configure the format of the data and the attributes that you want to include in the exported file.
1Open a code list.
2Optionally, filter code values or search for specific code values in the code list.
Note: Based on the filter or search criteria, Reference 360 displays only the matched code values without listing the related code values for hierarchical code lists.
3Optionally, to view the code values at a point in time, select the date and time using the calendar or type the date and time in the Point in Time field.
4Click Export Values.
The Export dialog box appears.
5In the General section, enter a file name.
6To export the parent code value for each code value in the hierarchy, select Include hierarchy.
This option is available only for hierarchical code lists.
7To export the display attributes of the code list, select Include Display Attributes.
8To export the metadata of the code list, select Include Metadata Attributes.
You can export the following metadata attributes:
- Last updated date
- Last updated by user
- Created date
- Created by user
- Last updated date of parent relationship
- Last updated by user of parent relationship
Note: You can export the last updated date of parent relationship and last updated user of parent relationship attributes only for hierarchical code lists.
9In the Values to Export option, select one of the following options:
- All. Exports all code values in the code list.
- Currently Listed. Exports only the filtered set of code values, specific code values based on the search results, or the code values that existed at a specific point in time.
10Optionally, configure how you want the data to be formatted in the file that you export.
Field
Description
Delimiter
Character used to separate values.
Date Format
Format used for dates.
Decimal Mark
Decimal separator used for numbers.
Thousands Separator
Grouping separator used for numbers.
11Optionally, click Columns, and then select the attribute columns that you want in the exported file.
For example, you might want to only include the Name and Code attribute columns for code values.
12Click Export, and then save or open the exported file.