Dictionaries

Dictionaries are organization-wide reference data sets that can be used across Welkin — in assessments, Custom Data Types (CDTs), automations, and message templates. Common examples include CPT codes, ICD-10 codes, medication lists, and other standardized lookup values.

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Viewing dictionaries

The Dictionaries screen in Admin lists all dictionaries configured for your organization. By default, there are none — all dictionaries are created by your team.

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Creating a dictionary

1. Click the Create Dictionary button
2. Enter:

   • Name — internal identifier (used in Designer when referencing the dictionary)
   • Title — human-readable label shown in the UI
3. Click Submit

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Adding data to a dictionary

Because dictionaries typically contain large data sets (hundreds or thousands of codes), the data is not entered manually through the UI. Instead:

1. Prepare your data set in the required format (CSV or as specified by your implementation team)
2. Submit a JSM (Jira Service Management) ticket to Welkin with the data set attached
3. Welkin will upload the data to your dictionary

For updates to an existing dictionary (adding codes, removing deprecated entries), follow the same JSM ticket process.

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Using dictionaries

Once created and populated, a dictionary can be referenced in:

• CDT field definitions — as a dropdown source
• Assessment fields — as a selectable option list
• Automation conditions — to match against coded values
• Message templates — to display coded values in communications

Dictionary references are configured in the Designer.

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Related articles

• Admin Portal Overview
• Custom Data Types
• Create an Assessment or Form Template