Creating and editing a codelist

You create a study object (study design, study element, study event, form, section, item, codelist, and codelist item) in a study or library. You can create a study object outside the hierarchy of a study or library, but the study object is not deployed until you add it to a parent study object in a study or library. To include a study object in the hierarchy of a study or library, add it to an existing parent in the study or library.

In the Project Explorer, select the Forms and Transactions Explorer bar.
In the Forms folder, select the form or section that contains the item, and select the Design tab.
In the grid, select an integer, text, or float item.
Do one of the following:
- If the codelist already exists, select it from the drop-down list in the Codelist field.
- Create a codelist on the item.

In the Project Explorer, select the Codelists Explorer bar.
Select the Codelists folder.
The Codelists Editor appears.
In the toolbar, click New.
The Object Name dialog box appears.
Type a title, RefName, and description, and click OK.
The codelist appears in the grid.
Double-click the codelist.
The codelist is selected in the Project Explorer, and the Codelist Editor appears.
To add codelist items:
1. In the rows and columns of the grid, type information about each codelist item to include in the codelist.
2. After you complete each row, and after the final row, press Enter, or tab to the next row.

In the Project Explorer, select the Codelists Explorer bar.
In the Codelists folder, select a codelist.
Select the Properties Browser.
Note: If the Properties Browser is not visible, select View > Properties.
Edit the properties of the codelist. After changing each property, press Enter, or tab to the next property.
Note: The values of editable properties appear in bold, black text, and the values of non-editable properties appear in gray text.