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Create a valueset

This flow describes how to create a new valueset in MANSOQ. A valueset gives a named set of codes that MANSOQ shows to users in coded fields. Pre-requisites - You are a MANSOQ superuser. - You have the permissions listed below. Permissions…

3.1 · versioned documentation · 2 min read

Overview

This flow describes how to create a new valueset in MANSOQ. A valueset gives a named set of codes that MANSOQ shows to users in coded fields.

Pre-requisites

Permissions

Permission Access
None (MANSOQ superuser only) Lets you create a new valueset.

Steps

1. Open the valueset list

Open the Admin sidebar. Select Valuesets. MANSOQ shows the ValueSets page.

2. Start a new valueset

Select Create ValueSet. MANSOQ opens the Create New ValueSet page.

3. Fill in the valueset details

Complete the fields in the form.

Components What it captures
Name The name of the valueset. This field is required. When you type the name, MANSOQ fills in a matching Slug.
Slug A short identifier that MANSOQ uses in links. This field is required. Use 5 to 25 characters. Use letters, numbers, underscores, and hyphens only.
Description More information about the valueset. This field is optional.
Status The stage of the valueset: Active, Draft, Retired, or Unknown. MANSOQ selects Active for a new valueset.

4. Add the rules

Add a minimum of one rule to Include rules. For the full procedure, see Build include and exclude rules.

5. Preview the codes

Before you save, you can see which codes match your rules. For the full procedure, see Preview a valueset before saving.

6. Save the valueset

Select Save ValueSet. To leave the page without a change, select Cancel.

Note: Only a MANSOQ superuser can save a new valueset. The page shows the same controls to every user.

Expected Outcome

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.