Create a custom code list

You can create or import a custom code list in the global library (for all studies at your organization) or you can create or import a custom code list in an individual study.

If you chose to create a custom code list only in a study (via Designer or the Code Lists tab in the study's settings), that newly created code list can only be used within the context of that specific study. If you chose to create or update a custom code list in the global library (on the Library page), that newly created code list can be used across all studies at your organization.

To learn more about code lists, see About managing code lists and About your code list library.

To learn more about the system default code lists that you can re-use in your study, see Browse the list of system default code lists.

To create a code list (whether custom or system) on the Library page (at a global level), you must be assigned the Code List Manager global role. To create a custom code list on a study's Code list tab (for an individual study), you must be assigned the Manage Study Code Lists permission, as a Study Designer.

Caution:

A custom code list can only be used in designing forms or for study filters.

Note:

When updating a custom code list that is used as part of a system code list group (for example, the EDCYearRange custom code list) you can hide the existing values and update its labels. The new code values that you then specify must have the same labels as the labels that you previously marked as hidden. This way, the system can properly use the updated values in the study.

1. To create a custom code list for a single study at your organization, and select the Code Lists tab.

   Tip:

   You can also create or update a custom code list by accessing a form in Draft mode, and clicking Code List within a question in that form.
2. Above the list of code lists, select Add.
3. On the Add a Code List page, fill in the following fields under the Basic Information section:

   Field	Description
   Code List Name	Enter a name for your code list. For example, Specimen Type. Note: Code lists do not appear in the Annotated Case Report Forms or Study Design standard reports if the code list title (entered in all uppercase) matches the reference code of the question where the code list is to be applied. To avoid this, do not enter the code list title in all uppercase or assign a unique title.
   Code List Description	Enter a relevant and helpful description for your code list. For example, The names and descriptions of biological specimen.
   Select a Lab Normals tag (optional)	If applicable, select a lab normals tag for your custom code list. Choose any of the following options: Test Unit Gender Race Normal Text Result Fasting Warning: If you change or hide a value in a code list that is tagged with Test and is associated with a question on a form in the study, the integration of normal ranges for that test will cease to function. To resolve the issue, revert the change or unhide the value.
   Code List Type	Select whether the code list you are adding is static or dynamic. Note: Static is selected by default. If you choose Dynamic, the Select a Lab Normals Tag becomes disabled.

4. In the Code list entries section, determine a language preference and fill in the row for each code value that you want to include in your code list:

   Field	Description
   Language	Depending on your language preference, select a language tab, and enter the translated text (English, Japanese, or Chinese). Note: The Value column always displays in English. When you create or modify a custom code list, the additional language tabs are pre-populated with those changes. For other languages, all you have to do is translate the Label text for every code value in a code list.
   Order	To order values in a code list, enter a number from 1 to 9,999.
   Value	Enter a value that will be stored with the code and label in the system's database. A value entry can contain numbers and letters. You cannot exceed 500 characters for this entry. Note: You are required to enter a value.
   Label	Enter the label for the value in your code list. A label can be identical to the value. A label value can contain numbers and letters. You cannot exceed 500 characters for this entry.
   Code	Enter a code corresponding to the code value. A code can contain numbers and letters. You cannot exceed 255 characters for this entry.
   LOINC	This column is only displayed if you've previously selected Test for the Lab Normals Tag. Enter a specific LOINC code for your code value. This field is not mandatory, there are no character restrictions for special characters, although you cannot exceed 255 characters.

5. To add another row, click Add Row and complete its fields.
6. Click Save.