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Creating business glossary terms from the UI

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Check out our Adding a glossary term video!

Important

Note that only users with the Edit and Manage access to Catalog resources or to specific collections can add and edit business glossary terms. For details about permissions, see Planning user groups and their access levels.

To add business terms from the UI:

  1. On the Organization profile page, go to the Glossary tab. Click the New button.

  2. You can also create the terms from a specific Collection page. Browse to the specific collection and click the New catalog resource button.

  3. On the Create a new resource page, in the Select type tab, select Business term or any of the sub types created for the organization, and click Continue to configure fields.

  4. On the Create a new Business term page, in the Configure fields tab, set the following:

    1. Title: Provide a title for the business term. If a business term with the identical title already exists, you will be informed about it on the next step. In case multiple business terms have the same title, a list of up to 50 business terms will be provided in a collapsible menu. By clicking on a business term title, you can open it in a new window to review its content. Duplicate names for business terms are allowed, and you may proceed to create the business term with the chosen name.

    2. Collections: From the dropdown list, select the collections for the business glossary. At least one collection should be selected to be able to save the business glossary. If you have not already created a collection, you will not see the option to choose a collection. When you save the business term, the application automatically creates a collection with the name organization_name-collection and adds the term to it. If you are creating the business term from the specific Collection page, that collection will be selected automatically.

    3. Description: Provide a brief description for the term. You can use Markdown to create rich content with links, images, etc.

    4. Summary: Provide the definition of the term that you are adding. You can use Markdown to create rich content with links, images, etc.

    5. Tags: Type in the tags field to select from the available tags or add new ones. As you start typing in the field, the system suggests existing tags.

    6. Status: Select the status of the term. Status helps users in your organization to know whether they can trust the information in this resource.

    7. Custom fields: Based on how your catalog is configured for your business needs, you might see some other custom fields. Set the fields that you wish to configure.

  5. Once you are done, click Continue to review Business term.

  6. On the Review Business term tab, check term details for any possible errors before saving it. If adjustments are needed, click Back to edit term details.

  7. Click Create Business term. The creation page is closed and you are taken to your new Business term page, where you can do the following:

    1. On the Overview tab, click the Edit button in the various sections to make changes to the properties of the term. If users do not have edit permission, they instead see a Suggest changes button.

    2. On the Related resources tab, click the Add a related resource button to associate the terms with the resources in the catalog. For more details, see the Associating business glossary with resources section in Using business glossary.

    3. On the Discussion tab, participate in ongoing discussions for the term or start a new discussion. For more details about participating in discussions, see the Collaborating on business glossary section in Using business glossary.

    4. On the Settings tab, you can delete the term or publish it to another organization that you have access to.

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