Moving Terms to Glossary/Category

Organising your terms just got easier!

You can move any term to a different Glossary by selecting your desired destination. If needed, you can also place it within a specific Category under that Glossary, making it easier to keep your terms organised and easy to navigate.

  • Step 1: Navigate to Catalog page → Glossary tab.

  • Step 2: Click on any glossary to open the dropdown of listed terms. Terms may be placed under a glossary or a category.

A term placed under a glossary
A term placed under a category

  • Step 3: Click on the ellipsis (⋮) of the selected term to display the dropdown menu.

  • Step 4: Click on the Move option.

If a term with the same name already exists within a given glossary or category, the user cannot move another term with the same name.

Dropdown menu with the "Move" option for the selected term

  • Step 5: A Move Term form will be displayed.

  • Step 6: Select a glossary to move the term, or if you want to move it under a specific category, optionally select a category associated with the selected glossary, under Move within a Category dropdown.

Modal form displaying options to move the term to a glossary or category

  • Step 7: Select a reviewer, or mark it as "Approved immediately" to bypass the review process.

Options to select a reviewer or mark the term as "Approved immediately"

  • Step 8: If Approved immediately, Move Term will be displayed. After clicking on Move Term , a toast message will display, confirming that the term has been successfully moved to the selected destination.

Toast message confirming successful term relocation

Approval Workflow

  • If a reviewer or approver is selected, an email will be sent to request their approval.

  • The request will also be displayed in the Requests tab.

Approval request listed under the Requests tab

  • Users can view the changes by clicking View all changes.

  • A form titled Changes requested for this asset will be displayed.

  • Click Approve Changes to successfully approve the request.

Confirmation toast message displayed after successful approval

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