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.
To add a codelist to an item:
- 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.
To create a codelist outside the hierarchy of a study or library:
- 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:
- In the rows and columns of the grid, type information about each codelist item to include in the codelist.
- After you complete each row, and after the final row, press
Enter
, or tab to the next row.
To edit the properties of a codelist in the Properties Browser:
- 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.
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