Add New Reference Values using EDP Right-Click Feature

Add new reference values to a database using EQuIS Professional EDP’s right-click feature by following the steps below.

1.Check to make sure that the values are not already in the database.

a.Select the Reference Values tab towards the bottom in Professional EDP.

b.Select the appropriate table.

c.Check for the values.

d.If they do not appear in this list, then continue (only reference values with status flag A appear in this list).

e.Minimize Professional EDP and open the table directly in EQuIS Professional.

f.Select Reference Tables from the Open group.

g.Select the table.

h.If the values do not exist in the reference table, then restore Professional EDP.

Note: If the values do exist in the database and Professional EDP is still flagging the reference value as non-existent, there may be another restriction on acceptable reference values within the format. For example, the EQEDD sample_matrix_codes are lookups to RT_MATRIX.MATRIX_CODE only for records with MATRIX_CLASS is null or “FIELD”.

2.Click the Format tab located at the bottom of the Professional EDP screen.

3.Select a section where you have found values to add.

4.Right-click on one of the values and choose an option.

Option	Definition
Add By Column	Adds reference values Professional EDP cannot find or are not approved in the EQuIS database.
Add By Value	Adds only the reference values that have currently been selected to the appropriate reference table.
Add All Values, All Formats	Adds all of the reference values Professional EDP cannot find or are not approved in the EQuIS database. This option adds all values for all sections. (EarthSoft recommends not using this option when loading data, to avoid potential data issues).

5.Refresh the table. Select EDP Toolbar>Data Group>Refresh>Refresh All.

6.Repeat Steps 3, 4 and 5, as necessary, until all the new values have been added.

7.Approve the new reference values before uploading to the database so the newly added reference values can be used in future EDP sessions.

8.Create and Commit a package.