Code Lists

The Smart Trading Cloud Repository allows you to work with code lists - sets of code values that are included in the guideline. You can create a new code list or customize codes in existing lists. When you want to run a check against a new type of code values, for example, a list of zip codes, you have to add new zip codes or state codes.

When you select a code list in the left pane of the Guideline Editor (in the guideline tree), you can perform the following actions with the code list in the right pane:

  • Create new codes
  • Edit the code list name and key
  • View the total number of all/included/excluded codes, as well as select the codes to be displayed (view all the codes of the current list or view included/excluded only)
  • Search for a specific code by name or ID
  • Copy a code's name or ID to clipboard
  • Include/exclude a code from the code list
  • Edit a code's name and ID
  • Remove a code from the list
  • Select several codes to include/exclude or remove
  • Select the number of records to be displayed on one page

Work with code lists

You can add a standard code list or a composite code list into a guideline node. You can also create your own standard code list or composite code list and add it to the guideline.

To add a new code list:

  1. In the left pane of the Guideline Editor (in the guideline tree), right-click the node where you want to add a new code list, point to Add Child, and then click Code List to add a standard code list, or Composite Code List to add a composite code list.
  2. If you want to create a standard code list, in the Create Code List dialog, enter the code list key and code list name.

    3. -or-

    If you want to create a composite code list, in the Create Composite Code List dialog, enter the composite code list key.

  3. Click Save. A new code list that does not contain any properties is created.

To add a code to a code list:

  1. In the left pane of the Guideline Editor (in the guideline tree), select the code list you want to add a code to.
  2. In the right pane, click Create Code.
  3. Enter the ID and the Name for the new code, and then click Save to add this code to the list.

You can edit codes and a code list within a guideline from a single location. You can exclude or/and include excluded codes to the code list, edit codes and remove them.

To edit a code list:

  1. In the left pane of the Guideline Editor (in the guideline tree), click the code list you want to edit.
  2. In the right pane, in the codes table, for the required code, you can take the following actions when yo hover over a code in the list:
  • Click Exclude () to prevent the code from being used in the code list.
  • Click Include () to reincorporate the excluded code in the code list.
  • Click Edit () to edit the code's name or ID.
  • Click Remove () to remove the code from the list.

To edit a code:

  1. In the left pane of the Guideline Editor (in the guideline tree), select the required code list.
  2. In the right pane, in the codes table, hover over the code you want to edit and click Edit ().
  3. In the Edit Code dialog, modify ID or/and Name of the code and save the changes.

Note You can revert changes applied to a code list till you navigate away from the code list. For this, click Revert Changes () on the top of the page.