Manage Code Maps

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 11, 2023 by Pamela Totas (Deactivated)
3 min read

In the Codes workspace, you can create, modify and delete Code Maps. 

Code Maps allows you to convert STAR value to another value defined in the Code Values. This is very much useful in reporting, wherein you can convert the values without altering the core processes in STAR. For example, you can convert a STAR GL account number to another account number.

The code map is defined by establishing a code map name, tags to map and the table used for the conversion.  The source tag and destination tags are both tags within the report.  In the Code Map, the source tag is the tag that will be looked up in the code value table and the destination tag is where the code value description is converted to.

Create Code Maps

In the Codes workspace, under Code Maps section, you can create new code map.

To create a new code map:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.

  2. Click the Code Maps tab and then click Create New on the Home tab.
    You see the Create New Code Map window.

  3. Enter a name for the code map in the Code Map Name box.
    This is the name that links the reports and queries to the actual value. 

  4. Enter a tag for the source code, which needs to be translated in the Source Tag box.
    This is the code value tag in your result query that you want to translate to long description. The given source tag must be unique for a given Code Map.

  5. Enter a tag for the destination code, which contains the translated value in the Destination tag.
    This tag can be the same as the Source Tag (replaces the source Short Description with the translated Long Description) for the given tag's code value. You may opt to keep both values so that the Destination tag can be a different tag than the Source Tag.

  6. Click Code Category Name list to select the code category whose Code Values is translated.
    You see the available list of code categories. You can select one or more code category for a Code map. 

  7. Based on the selected Code Category, the Code Category Description list is auto-populated.

  8. Click Source list to select the source of the Code Category.

  9. Click Save to save the changes.
    You see a message stating the transaction is complete. The system creates the new code map and lists it in the code maps.

Edit Code Maps

In the Codes workspace, under Code Maps section, you can modify an existing code map.

To edit code maps:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.

  2. Under Code Maps tab, select the code map you want to edit and then click Edit on Home tab.
    You see the Edit Code Map window.

  3. Review the information and make the appropriate changes.

  4. Click Save to save the changes.
    You see the revised code map displayed in the list of code maps.

Duplicate Code Maps

In the Codes workspace, under Code Maps section, you can duplicate an existing code map.

To duplicate code maps:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.

  2. Under Code Maps tab, select the code map you want to duplicate and then select Duplicate on Home tab.
    You see the Duplicate Code Map window.

  3. Update the fields following the steps outlined in Create Code Maps section.

  4. Click Save to duplicate the code map.
    You see the duplicate code map displayed in the list of code maps.

Delete Code Maps

In the Codes workspace, under Code Maps section, you can delete an existing code map.

To delete code maps:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.

  2. Under Code Maps tab, select the code map you want to delete and then select Delete on Home tab.
    You see the Delete Code Maps(s) window asking you to verify and confirm deletion.

  3. From the Delete Type list, select one of the following options:
    –  Single TAG
    –  All TAGS

  4. Click OK.
    You see the code map is deleted from the system.