Applying custom attributes to Glossary

How to view and apply organization-level text custom attributes to glossary assets.

Overview

Apply text-based custom attributes (created by Org admins) to glossary assets including Terms, Categories, and Glossaries. Applying attributes is done from the Glossary right panel using the standard edit/change-request workflows.

What this works

• Apply, edit and remove text attribute values on individual glossary assets.

• Attributes are displayed on the right panel under a "Custom attributes" section.

• Changes follow the normal change-request process (auto-approve depends on access controls).

Who can apply attributes

Any user who has the Glossary edit/change-request permission for the asset may add or edit custom attribute values.

How to apply attributes

1. Open the page for the glossary object you want to update (e.g., Term, Category, Glossary).

2. Click Edit (or Start change request).

3. Locate the Custom attributes section.

1. For each applicable attribute, enter or update the text value.

2. Submit the change request.

If change-approval is required, the update will be sent for review. If auto-approve is enabled, changes are applied immediately.

Example: Add a "Data Steward" value to a glossary term

1. Open the glossary term and click Edit.

2. In Custom attributes, find "Data Steward" and enter "Finance Team".

3. Submit the change request. The value appears in the Custom attributes tab once the change is applied.

Viewing attribute values

• Custom attributes are displayed on the right panel in a dedicated Custom attributes tab.

• Values are read-only for users without edit rights.

Use cases

• Data stewardship: Add a "Data Steward" attribute to track which team or individual is responsible for maintaining glossary terms.

• Business context: Use a "Business Domain" attribute (Finance, Marketing, Operations) to organize terms by their primary business area.

• Approval status: Track review status with attributes like "Review Status" (Draft, Approved, Needs Review) for governance workflows.

• Source documentation: Reference external documentation with attributes like "Source System" or "Policy Reference".

Related documentation

• Create & manage attributes (Org settings)

• Change requests & approvals

• Glossary, Category and Terms