Importing Codes using MS Excel Files

You can import codes into Code Value Grid using .xlsx files. The .xlsx file template must be compatible with the Code Value Grid. To ensure the compatibility, download the template and enter the codes and upload it to the Code Value Grid.

To import codes using MS Excel Files, follow these steps:

  1. In the Codesets Workspace pane, click a codeset.

    2. The Code Value Grid appears.

  2. Click to download the template file.

    3. The template in .xlsx format is downloaded.

  3. Enter relevant data in the template.

    4. Set the ACTIVE_FLAG column values to Y, and set the DELETE_FLAG column values to N.

    You can use your own UI labels for user defined fields. For more information on using UI labels for user defined fields, refer to the Configuring Language Settings topic.

  4. Click to enable the edit mode.
  5. Click .

    6. The Import Excel page appears.

  6. Browse the updated .xlsx file using Choose File.
  7. Click .

    8. The codes are uploaded into the Code Value Grid.

Once you upload the codes in the Code Value Grid, you can manage the codesets.

Managing codesets involves:

  • Editing Codesets
  • Copying Codesets
  • Editing Code Value Grid
  • Retiring Codesets