Manage Code Values

You can use the Setup workspace in Reference Data Center to add, edit, and delete code values used to validate composited and non-composited fields. See Manage Field Attributes for details on assigning a code category for field validation. Code values are discrete lists of approved field values organized by code category. When you assign a code category to a field for validation, the reference data value must match a code value listed in the code category or an exception is raised.

Code values are also used by Reference Data Center to populate drop down lists for queries. For example, the code category RDC_REL_LEVELS is used to populate the Release Level drop down list displayed for the Security Summary query, as shown below:

•  NOT RELEASED
•  RELEASED FOR TRADING
•  RELEASED FOR TRADING AND BACK OFFICE
•  RELEASED WITH NO EXCEPTIONS

Add Code Values

You can add code values to a code category.

To add code values to a code category:

1. From the Setup workspace, click Codes in the left navigation.
   You see the Codes workspace with the list of available code categories.
2. Select the code category for the code value you wish to add and click Add Code.
   You see the Codes web dialog box.
3. Enter the Short Name and Long Name for the new code value.
4. Click Add.
   You see the refreshed list of available code categories. You must double click the code category short description to view the updated list of codes in the code category.

View / Edit Code Values

You can view and edit code values within a code category.

To view / edit code values within a code category:

1. From the Setup workspace, click Codes in the left navigation.
   You see the Codes workspace with the list of available code categories.
2. Select the code category you wish to edit and click Edit Code.
   You see the list of code values for the code category.
3. Select the code value you wish to view or edit and click Edit.
   You see the Code Values dialog box.
4. Review the information, make the appropriate changes, and click OK.
   You see the refreshed list of all code values for the code category.

Delete Code Values

You can delete code values from a code category.

To delete code values from a code category:

1. From the Setup workspace, click Codes in the left navigation pane.
   You see the Codes workspace with the list of available code categories.
2. Double click the code category you wish to review.
   You see the list of code values for the code category.
3. Select the code value you wish to delete and click Delete.
   You see the refreshed list of all code values for the code category.