Create or Edit a Code Set

Before you can create a code set, you must have already established a code set folder – the folder the code set is to be stored in.

To create or edit a code set, perform the following steps.

  1. Open the list of code sets in a Model – Code Set tab, (see Open List of Code Sets).

    Model - Code Set: List of Code Sets

  2. The Add Code Set and Edit Code Set pages are identical and edited in the same manner.

    To edit a code set, select the code set and click the Edit button on the Model – Code Set tab’s Activity Bar. The Details page of the Edit Code Set dialog will appear.

    To add a code set, click the Add button on the Model – Code Set tab’s Activity Bar. The Details page of the Add Code Set dialog will appear.

    The Add Code Set Dialog

  3. Edit the configuration options as desired.
    • Name: (Required) The name of the code set.
    • Description: (Optional) A description of the code set.
    • Code Set Folder: (Required; cannot be changed once set.) The folder used to store the code set. The folder must be already created before attempting to create a code set. If the code set folder is not specified, an error may be generated when you attempt to save the code set.
    • Properties Repository: (Optional – Deprecated). A repository to hold code set properties; deprecated in favor of managing properties in the Property page of the Add Code set window (the next page).
    • Source:
      • Detail Editor Tab: You will add or codes as by returning to the Model – Code Set tab and clicking the Edit Codes button on the Model – Code Set tab’s Activity Bar.
      • From an Existing Set: The codes will be copied from an existing code set or code set.
      • Import from a file: The codes will be imported from a file.
      • Auto-build from Selected Attributes: Automatically populate the code set.
    • Include Owner: An owner to maintain the code set.
    • User: The user name of the owner. If Include Owner is checked, this field is required.
  4. Select Next to move to the Property page.

    Edit Code Set Property Page

  5. Properties are optional. They are custom metadata fields that can be added to a code set. The configuration options for properties are:
    • Property Name: (Required) The name that will appear as the header of the property’s metadata column.
    • Datatype: (Required) The data type of the property’s value.
    • Default Value: (Optional) A default value for the property.
    • Code Set: (Optional) If the property values are drawn from a code set, select the name of the code set to be used.
    • Display Order: (Optional) Indicate the order the properties will be displayed.
  6. After any properties have been edited as desired, click the Save button to save the code set or click the Cancel button to exit without saving the code set.

    The display will revert to the Model – Code Set list of code sets. If a code set has been added, it should appear. If the new code set does not appear, clear the data cache or click the Refresh button.

    To add codes to the new code set, follow the directions in Edit Code Set Codes.