For Enterprise Edition Only - This feature is available only in the Enterprise Edition
Introduction
Using this plugin, super admins can update any dropdown list values in the application. To access, go to Home → Extras → Dropdown Manager.
Features include:
Add a new dropdown
Add new value
Edit or delete existing values
Import/Export values
Set properties like units for specimen types, abbreviations, etc.
Add a new dropdown
Users can add a new dropdown altogether. Follow the below steps:
Go to: Home → Extras → Dropdown Manager.
Click on the "+Add" button.
Enter the value of the 3 mandatory fields present on the screen
Unique ID: The unique attribute name of the dropdown. This is how the dropdown name will be saved in the database.
This appears in brackets once you click on an existing dropdown
Name: Name of the dropdown
Definition: Information regarding the dropdown
The name and definition appear on the dropdown list page as follows
Fill in all the three values and click on Add.
Add values
Go to: Home → Extras → Dropdown Manager.
Look for the field of interest. E.g., 'Collection Container'.
Click on the '+Add' to add new values.
Fields | Description |
|---|---|
Parent Dropdown | Used only in the case of "Specimen Type" fields. This is to configure the parent-child relationship between dropdown values. |
Dropdown value | The value of the field. |
Concept code | If you want to assign a code to the value. E.g. SNOMED code, ICD code, or your own code (like 1 for Male, 2 for Female). If the concept code is set, it is displayed in the dropdown for that value. E.g.  This is useful especially in dropdowns like clinical diagnosis which has 1) a lot of values 2) standard vocabulary like SNOMED or ICD etc. During data entry, you can search by concept code rather than free text to avoid errors (since often you get SNOMED codes from the labs rather than text). In the future, this will be available in the query interface to include the codes in the query results. |
Properties | Some fields could have extra properties, like specimen type abbreviations, units, etc. Read the Properties section below. |
Parent Dropdown in case of Specimen Type
In order to add a new specimen type, it is mandatory to add it under one of these 4 parent dropdowns: Cell, Fluid, Molecular, or Tissue. If you include it under any other parent class, there are some functionalities that might break.
Add properties to the values
Go to: Home → Extras → Dropdown Manager.
Look for the field of interest. E.g., 'Specimen Type'.
Click on the '+Add' to add new values.
Below are the specimen-type properties
Attribute | Property Name | Property Value | Description |
|---|---|---|---|
Specimen Type | abbreviation | Abbreviation for the specific specimen type | Used for replacing the value of %SP_TYPE% token for specimen label auto-generation. |
Specimen Type | quantity_unit | Quantity units for the specific specimen type | Used to display the units on the specimen pages. Value can only be plain text. If special characters like symbols need to be used, it needs to be specified under quantity_display_unit. For e.g., μg/m3 By default, the units are set at classes level which will apply to all types under it:
|
Specimen Type | quantity_display_unit | Quantity display unit for the specific specimen type | Used to display the units on the specimen pages. For example - µg. If both quantity_unit and quantity_display_unit are specified, quantity_display_unit is used to display unit in all pages. |
Specimen Type | concentration_unit | Concentration unit for the specific specimen type | For example - microgram/ml |
Specimen Type | concentration_display_unit | Concentration display unit for the specific specimen type | For example - µg/ml. Similar to quantity unit, concentration_display_unit is only used when special symbols or characters need to be displayed. If its only plain text, then specifying concentration_unit is sufficient. |
Edit values
Since v6.2, editing of dropdown values is supported via Dropdown manager - even if it is already used. All the records are automatically updated if the value is already used.
To edit, go to the overview page of the dropdown value and click 'Edit'.
Delete values
Deleting of values is supported only if the value is not used. A value cannot be deleted if it is used in previous records.
To delete, go to the overview page of the dropdown value and click 'Delete'.
To delete all the values in a dropdown, go to the required dropdown → click on "Delete All".
Archive values
From v6.2, it is possible to archive the drop-down values which are no longer in use. To archive, a value, go to the overview page of the value and click 'Archive'. When a parent PV is archived, all its descendants are archived too.
Re-activate the archived values
The archived values can be searched by selecting the activity status as 'Archived' in the search filter. 
To reactivate the archived value search the archived value and click 'Reactivate'.
Import CSV
Export CSV (New in v6.1)
This is useful to move the dropdown values from test to production servers or use for reference during bulk imports.
To export values for one or more fields, select the fields from the list and click on the 'Export' option:
Update Dropdown Values
Update Concept Code (CSV)
To bulk update the concept code of existing PVs:
Navigate to Extras → Dropdown. Export the PVs of one or more selected attributes.
In the downloaded CSV file, change the values for the concept code.
Click on Import → Dropdown Value → Upload the file as an update option.
Update Properties (CSV)
To bulk update the properties of existing PVs:
Export the PVs of one or more selected attributes.
In the downloaded CSV file, change the values or properties of PVs.
Upload the file as PV update option.
Example file: Update_DropDown.CSV
Do not delete any columns from the exported file when importing for the update operation.
Bulk Delete
To bulk delete the value on the basis of identifier set activity status as "Disabled" in the exported file.
Navigate to Extras → Dropdown. Export the dropdown whose values need to be deleted.
In the downloaded CSV file, change the Activity Status to disabled → Import using Update Option.
Example file: Delete_Dropdown_Values.CSV
Changing Specimen Type's Units
Go to 'Dropdown Manager'. Select 'Specimen Type'
Search for the type 'Fixed Tissue Slide'
Click on it and 'Edit'
Add a new property for 'quantity_unit' and set it to 'microns' like below:
Once you update the type, refresh the data entry page once if you don't see the new values.
Default values
Vital Status Properties(v10.0)
In the previous version, OpenSpecimen only allow entering the Death Date when the "Vital Status= Dead", from version v10.0, any PV can be used to indicate the dead patients - Dead, Deceased, Expired, Gone, No More etc as long as the PV prop "dead" is set to true.
How to set the vital status of a dead property
Navigate to the Extras → Dropdown → Vital Status
Add the property dead=true
Now, when a user selects the Deceased value while registering the participant, OpenSpecimen will allow entering the Death Date value.
