Create or edit a saved list

Most dialog boxes from which you can select values for drug or event variables, such as when browsing and selecting terms from a hierarchy, include a Save As List button to create a saved list from the values that you have selected.

You can also create a saved list from scratch and edit a saved list.

1. In the left navigation pane, click the Settings icon ().
2. Click Manage Saved Lists.
3. Perform one of the following:
   • To create a saved list, click Create Saved List.
   • To edit a saved list, click the Row Action menu () for a saved list, and then click Edit.
4. In the Name field, enter the name for the list.
5. In the Description field, enter a description of the list.
6. Assign the saved list to a project.
   • To assign the saved list to an existing project, click Add to existing project and select a project from the drop-down list of projects associated with objects that you created or that are published to you.
   • To create a new project and assign the saved list to it, click Add to a new project named and enter a project name.
7. From the Configuration drop-down list, select a configuration, or click Browse to browse for a configuration.
8. From the Associated Variable drop-down list, select a variable to associate with the saved list. The list includes variables that have a Variable Type of Drug, Event, or Generalized Item in the data configuration.
9. Enter values for the saved list.
   • Click Select Available Values. For more information, see Select values from the list.
   • Click Select ATC Terms or Select MedDRA Terms (if the selected variable has an associated hierarchy). See Select hierarchy terms.
   • Type the values (or copy them from elsewhere and paste them in). For example, you can include custom terms that were used in a data mining run.

   Note:

   To prevent spelling and capitalization errors, Oracle recommends that you select rather than type values.
10. To verify that the specified values match values in the source data, check Validate list when saving. If any of the terms do not have a matching value in the source data, an error message appears and the unmatched values appear at the end of the list. If you clear Validate list when saving, you can use the saved list even if it did not pass validation.

    Note:

    If you create a saved list by saving values during viewing of data mining results, the list might include custom terms. For the custom terms, no matches are found in the source data. However, matches are found when the saved list is used to select drugs or events to view data mining results that include those custom terms.
11. Click Save.

The saved list is available when you select results criteria for a run that is based on the same data configuration or create a query using the variable with which the saved list is associated. To make your list available to other users, set permissions for it.