Dataphin:Create and manage standard codes (lookup table)

Permission description

• Super administrators and data standard administrators have the authority to create and manage all lookup tables, lookup table directories, and import template libraries.

• Data standard set maintainers are authorized to edit or delete lookup tables they have joined.

Limits

• Lookup table directories cannot exceed 10 levels in hierarchy.

• The total number of lookup table directories must not surpass 1000 across all levels.

• Each lookup table can contain a maximum of 10,000 code values, which must be unique within the table.

Lookup table list

The lookup table list offers two display modes: Edit and View. On the Reference Tables page, switch between views by clicking the icon in the upper right corner .

In View mode, you can browse lookup table directories and their information, but operations are not permitted. This mode is ideal for viewing only.

In Edit mode, you can view and perform actions such as viewing references, editing, exporting lookup tables, and deleting. Lookup table directories can also be edited and deleted in this mode. Edit mode is accessible only to users with lookup table management permissions.

1. On the Reference Tables list page, the left-side directory classifies and manages lookup tables from a business or organizational perspective. Selecting a directory level displays the corresponding lookup tables on the right, including name, directory, status, code value count, owner, last updated by/time, and description. Click All Lookup Tables to view all lookup tables.

2. (Optional) Search for lookup tables by name or code, or filter by directory, owner, etc.

3. Perform the following operations on the selected lookup table directory or table:

   Operation Item		Description
   Lookup Table Directory	Create Lookup Table	To create a new lookup table, click the Create Lookup Table icon next to the directory. If in the All Lookup Tables directory, the new table will be added there directly.
   	Import Lookup Table from Template Library	To import a lookup table template into the current directory, click the Import lookup table from template library icon to the right of the directory row, or hover over the create lookup table button and select Import lookup table from template library from the dropdown menu.
   Lookup Table List	View Details	Click the icon to view detailed lookup table and reference information.
   	View References	Click the icon to view which standard templates reference the lookup table. Click the Standard Template name for details, including property information, references, and historical versions.
   	Edit	Click the icon to modify the lookup table's configuration.
   	Export	To export lookup table and code value information as an Excel file, click the icon or select the table and choose Export or Batch Export. This is useful for maintenance and sharing with business personnel. For export details, see Batch Import and Export Lookup Table.
   	Delete	To delete a lookup table, click the icon and select Delete. Deletion is irreversible; proceed with caution.

Manage lookup table directory

1. Navigate to the Dataphin home page, select Administration > Standard from the top menu bar.

2. In the left-side navigation pane, choose Reference Data > Standard Codes (Lookup Table). On the Lookup Table Directory tab, click the Edit icon.

3. In the Lookup Table Directory Management panel, you can create, move, edit, and delete lookup table directories.

   Operation item	Description
   Create	When creating a directory, ensure the name is unique within the same directory and does not exceed 128 characters. Avoid using characters like the forward slash (/). New directories can be nested within an existing hierarchy. If no parent directory is selected, the new directory will be placed directly under the root directory of the lookup table.
   Edit	This allows you to change the name of an existing directory.
   Move	This option allows you to change the parent directory of a lookup table.
   Delete	Deletion is not possible if the directory contains subdirectories or lookup tables.

Create lookup table

1. On the Reference Tables list page, click the + Create Lookup Table button.

2. In the Create Custom Lookup Table dialog box, fill in the required parameters.

   Parameter	Description
   Lookup Table Name	Specify the lookup table name, ensuring it is unique within the parent directory and does not exceed 128 characters. For instance: National Region Code Table.
   Lookup Table Code	Enter a unique identifier for the lookup table, limited to 128 characters. Acceptable characters include English letters, numbers, and half-width symbols. Example: DQ001.
   Directory	Choose the directory for the lookup table. If you are already in a lookup table directory, this directory will be automatically selected when you create a new lookup table. If no directory is chosen, the lookup table will default to the root directory. For instructions on creating a new directory, see Manage lookup table directory.
   Owner	Assign an owner for the lookup table from the list of users.
   Description	Provide a description for the lookup table, detailing its purpose and scope, within a 1000-character limit.
   Code Information	Enter details for Serial Number, Code Value, Code Name, Code Display Name, and Code Description. Editing and deleting code information is also possible here. Code Value: Mandatory field. Accepts up to 64 characters including Chinese, English letters, numbers, and special characters: -,_,(),space. Must be unique within the lookup table. Code Name: Mandatory field. Accepts up to 64 characters including Chinese, English letters, numbers, and special characters: -,_,(),space. Code English Name: Optional. Accepts up to 64 characters, including English letters, numbers, and half-width symbols. Code Description: Optional. Accepts up to 256 characters. Click the icon to add more code values. Example entry: Code value: 2900, Code name: Shanghai City, Code English name: Shanghai, Code description: Identifies Shanghai City.

3. To finalize, click Save And Publish. This will complete the creation of the lookup table.

What to do next

Once the lookup table has been established, you can choose the appropriate lookup table to set value constraints for properties within standard templates. For more information, see Create and manage standard templates.