Add a predefined set of drop-down list options, radio buttons or checkboxes (a codelist subset) to your item

A librarian or other study administrator creates a codelist and defines one or more sets of codelist items (radio buttons, checkboxes, or options in a drop-down list), called subsets, for the codelist. You can then add the codelist to an item, and select a subset to use for that item instance. In this scenario, you must select a subset for each item that uses the codelist.

1. At the bottom of the Project Explorer, click the Visit Schedule () button.
2. Expand the visit, form, and section with the item you want to add the drop-down list or set of radio buttons or checkboxes to.
3. In the Project Explorer, select the item, and do one of the following:
   • To add a codelist from the study, select the codelist with the subset in the drop-down list in the Codelist field.
   • To add a codelist from a library:
     1. Click the Libraries tab, which appears on the right of the page by default.

        Tip:

        If you don't see the Libraries tab, at the top left of the page, select View, and make sure Libraries is selected.
     2. Search for the drop-down list or set of radio buttons or checkboxes you want to add:
        1. Click the Categories tab, and select Codelists.
        2. Click the Libraries tab, and select the libraries you want to search in.
        3. Click Find.
     3. Drag the codelist from the Libraries tab, and in the Project Explorer, drop it on the item you want to add the drop-down list or set of radio buttons or checkboxes to.
4. Add the predefined drop-down list or set of radio buttons or checkboxes to:

   A top-level (a standalone item that does not have a parent item):

   1. In the Project Explorer, select the form that the item is on.
   2. Make sure that the Design tab is selected, and in the grid, in the Item Properties column for the item, click Edit.
   3. In the Codelist Settings section at the bottom of the Item Properties dialog box, in the Subset drop-down list, select the subset of options you want to include for the item.
   4. Repeat these steps for each instance of the item in the study. You can select a different subset for each item instance.

   All other items:

   If you select a form in the Project Explorer, you see top-level items and their child items. To add a predefined drop-down list or set of radio buttons or checkboxes (a codelist subset) to items nested at lower levels:

   1. In the Project Explorer, select the form that the item is on.
   2. Make sure that the Design tab is selected, and highlight the item's row by clicking the box to the left.
   3. At the top of the Design tab, click Codelist, and select Select subset for nested items.
   4. In the grid, highlight the item's row by clicking the box on the left.
   5. In the Codelist Subset column, select the subset that you want to use for the item instance, and press Enter.
   6. Click OK.
   7. Repeat these steps for each instance of the item in the study. You can select a different subset for each item instance.