When selecting categories, several actions are available to edit them.
Categories in a business glossary without workflow from the Display
Grid view:
Categories in a business glossary with workflow from the Display Grid view:
The table below describes the different actions that you can perform on your
categories.
Note: Some actions can be performed depending on your assigned security roles
and, if the glossary has a workflow.
| Icon | Action | Description |
|---|---|---|
|
Open in Metadata Manager | This button opens your metadata element in Metadata Manager. |
|
Move to a different category | Select the new target parent category where you want to move your metadata element. |
|
Edit | You can modify the properties of your metadata element, such as Definition, Steward(s) or Label(s). Select a property, choose an action and, if necessary, enter a value.You can also add a comment decribing your changes and visualize it in the audit log. |
|
Delete | A confirmation dialog opens before deleting the category. |
|
More actions | This button opens a menu where you can choose more actions for your category. |
|
Export glossary objects Export glossary relationships |
You can download glossary objects or relationships, as a CSV file. |
|
Assign workflow roles |
When working on a glossary with a workflow, a user with appropriate permissions can assign workflow roles to a user or a group of users, such as Reviewer, Editor, Approver and Publisher. For more information, see Assigning a workflow role. |
|
Search text | In the Search text bar, enter the first letters of your category you want to edit and click the Apply filter button. |
|
Show filter popup | This button opens a dialog box where you can add or edit filter elements. |
|
Preferences | This button opens a menu where you can manage and sort the list of your categories. |
|
Display summary | Visualize the name and the description of your categories. |
|
Display grid | Edit any property of your categories directly in the row. |
|
Toggle selection mode | Select multiple categories to edit them at once. |
|
Download as CSV | You can download the list of your categories, as a CSV file. |
|
Add a new category | Enter the name and the description of your new category. |