Reference data set data types

When you create a data type property of type Reference Data Set that points to a data set in the system, the options available must be from a current version of that set. A current version of the set is required to fill that property in a reference value.

The current version of a set is one that meets all of these conditions:

  • The state is in an approved state for the lifecycle process or state machine.
  • The effective date is the current date or earlier.
  • The expiration date is after the current date.

If more than one version meets these conditions, the most recent version is considered the current version.

Note: The effective date and expiration date for individual reference values are not relevant to the definition of a current version.

Example

You create a reference data set called Countries, which contains reference values for country names. The State for the Countries data set is Approved. Its Effective date was last month, and its Expiration date is next year.

Next, you create a reference data type called Branches, which includes a Value Level property called Country. The data type for the Country property is Reference Data Set, and its Related set is the Countries reference set.

The image shows an example reference data type with a Value Level property called Country. The Country property is of data type Reference Data Set.

When you create a reference data set called Branches, basing it on the Branches reference data type, the Country property is populated with the values from the Countries data set.

The image shows a reference value with the Country property populated with the values from the Countries data set.
Note: The Country property is populated with the values from the Countries data set only if the Countries data set has a current version (that is, the set meets the three conditions listed previously).