Codebook Best Practices

Codebooks are static lists. They can only be adjusted with the release of a new package.

It is possible to have only one type of data (i.e., Code) in a codebook, but it is more useful to have multiple columns of data. The addition of a “Name” attribute provides text that can be used in the User Interface. There can also be additional information, like the text that would appear in a State Machine for either the action or transition and a Boolean setting for whether an action requires Supervisor Approval.

Because of the multiple columns, the Jetveo App Builder has a magic-wand shortcut that enables the user to copy and paste the columns of a spreadsheet, like from Excel or Google Sheets, into the grid.

Note that multiple entities can reference the same Codebook. For example, the same Codebook can be used for Hours From, Hours To, Minutes From, and Minutes To variables. Each reference must be named differently.