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Creating a Custom Values Set

Follow these steps for how to create custom value sets for your research or clients.

  1. From the home page, select the setup tab located to the left of the site.
  2. Select on the “Manage Values Sets” option.Creating a Custom Value Set (1)
  3. Click on the purple “Create new set of values” button.Creating a Custom Value Set (2)
  4. Choose the values to create the desired value set, then click on the save button located underneath “Edit Values Set”.Creating a Custom Value Set (3)
  5. Name the Values Set.
  6. Once created, follow steps 1-2 to access all values sets. Here the user can also edit the values set, share with fellow users, or delete.Creating a Custom Value Set (3)