Add a code list to a question

Add a code list to a drop-down, checkbox, or radio button type question to automatically populate the answer options with a predefined data set.

Consider the following:
  • Any changes you make to a code list after you added it to a question have no impact on the original code list applied to the question. This is because the applied code list is directly associated to the question and stored with the question. If you make a change to a code list that was already applied to a question in a form, you need to re-add the code list to that question in order to see its changes reflected in the form.

    This workaround may not be possible after the study version containing the question with the updated code list is moved to Approved.

  • When you re-add a code list to a question, any validation rules associated with the updated question are reset and you have to configure them again.
  • Make sure you have already created a code list. For step-by-step instructions, see Create a code list

    Note:

    Custom code lists that you create on the Code List tab (in a study's settings) are displayed in the Code List dialog box when you choose to apply a code list to a question. For more information, see Create a custom code list.
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  1. Access the Draft version of a study as described in Open a study's design.
  2. Make sure you are on the Data Collection tab.
  3. In your form, select the drop-down, checkbox, or radio button type question.
  4. In the upper-right corner of the selected question, select Code List.
    The Code List dialog box opens.
  5. On the left pane, select the code list you want to add.

    Note:

    Custom code lists prefixed with EHR, for example, EHR-Birth Sex, are typically used in studies configured to allow site users to import a subject's Electronic Health Record (EHR) data. You can also apply these code lists to questions not mapped for EHR data import. For more information, see About Electronic Health Record (EHR) code lists.
  6. In the lower right, select Use Selected List.

Related Topics

Parent topic: Code lists