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
