Import a custom code list

Import a custom code list to populate it with the appropriate code values.

Caution:

Before you import a custom code list, you must be aware of the prerequisites for performing this task. See Understand the prerequisites for importing a code list.

Tip:

Importing a code list can be easier if you use the application's template. To download an importing template and fill it in with data, click Download Template.

1. Depending on where you want to create your custom code list, do one of the following:

   Note:

   You can also create or update a custom code list by accessing a form in Draft mode, and clicking Code List next to a question in that form.
   • To create a custom code list group for all studies at your organization, on the Home page, click Library. On the Library Studies page, click View Library and make sure you're on the Code List tab.
   • To create a custom code list group for a single study at your organization, open your study's settings and select the Code Lists tab.
2. Expand the Custom Code Lists group and click Add Custom Code List.
3. On the right side of the page, fill in the following fields:

   Field	Description
   Code List Title	Enter a title for your code list. For example, enter Specimen Type.
   Code List Description	Enter a relevant and helpful description for your code list. For example, enter 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

4. Click Import Code List.
5. On the Import Code List dialog, click Upload a file or drag the file from your computer, and drop it onto the highlighted space.
6. Click Done or Cancel.
   While the file is imported, you can click Cancel to cancel the importing process.
7. Once the file is imported, click Done to finish or Remove to remove the newly imported code list from the application.
8. To export an imported custom code list, select the code list, and click Download. Then select XLSX.