How and when to use Value Sets


Some data elements cannot be expected - they have an open value. However, often we can expect what values may be in the feed in real-time for a data element. When we do know what values to expect, we can define them as a value set.

What are the benefits of defining the expected values in a value set?

First, it improves visibility, allowing users that are not very familiar with the data to understand that data better.

Second, it’s easier to use the values. For example, when using the values in logic (for example a text placeholder with a disclaimer when service equals "phone", you don't need to manually type it - you can just select it from a drop-down list (see Image 1). This means you spend less time and make fewer errors. Also, if phone changes to "landline" - you only need to change it once, and all the usages of that value will update automatically. This is especially handy when the person defining the data elements is not the one using the values whilst defining the logic.

(Image 1)

Last but not least, only data elements with known values (meaning, with value sets) can be used to impact narrations.


To define value sets for a data element, follow these steps:

  1. Open the Data Library
  2. Select a data element (Image 2)
  3. Click on "Value Set" in the action bar (Image 2)
  4. Check the "Value Set" checkbox (Image 3)
  5. Start entering values by typing them (hit "enter" to add a new value) or by uploading a CSV (where each value is in a separate line)
  6. When you're done, hit "Save" 

(Image 2)

(Image 3)

To edit a value set, follow steps #1 - #3 above. Then, you can:

  • Remove the Value Set by un-checking the "Value Set" checkbox. The values will be saved in case you re-check it.

  • Reorder values by dragging-and-dropping them from the "=" icon

  • Delete a value by clicking on the "x" icon that appears when you hover above it

  • Edit a value by clicking on the pen icon that appears when you hover above it. The value will be renamed automatically in placeholders, narrations and everywhere else that uses this value

  • Add a new value by clicking on the "+" icon that appears when you hover above a value - the new value will be added below

  • Upload a new CSV:

    • New values from the CSV will be added

    • Existing values that exist in the CSV will stay the same (and connection to the logic will be kept)

    • Existing values that do not exist in the CSV will be deleted (and connections to the logic will be lost)

  • When you are done, click "Save" to save your changes or "Cancel" to cancel them and return to the previously saved state.

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