When selecting categories, several actions are available to edit them.
|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.|
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.|