Creating New Values
Select Manage Values & Mappings from the taxonomy home screen under the 'Admin' section.
Select the level where you want to add a new value.
Add the new value in the provided field.
Note: Any values created here will not require approval if the value permission for the level is set to Approval Required.
Flagging Values
Users can flag a value to prevent it from appearing in the drop-down options on the worksheet.
To flag a value, click Flag
The status will update from Approved to Flagged.
This is useful for values that are no longer relevant or should not be used in current worksheets.
Adding Short Codes
If a value requires a short code, it can be added in the value management section.
Important: For the final output to include the short code, the formula bar when creating the naming convention must contain the appropriate suffix. (Click here to find out more).
Value overview & Export:
The Value overview & Export section of the tool provides a comprehensive view of all values and the levels they belong to. It also displays the status of each value, as well as when it was created and by whom.
A convenient search and filter function allows users to quickly narrow down the list of values, making it easy to find specific entries.
If needed, the values can also be exported.
