Beginning in v7.2.2, Glossary Term Statuses can show where a term is in your review process, e.g., Draft or Certified, and can hide terms that are not ready. Term linking adds links to other Glossary Terms, Elements, and User Groups in a term's Definition and Description.
Table of Contents
1. Enable Glossary Term Statuses
Access Admin > System > Glossary Setup
- Enable Use Statuses.
- Show Status Label to Users: enable to show statuses to users.
- [Save]
- The status grid shows three default statuses: Draft, In Review, and Certified. By default, terms in Draft are hidden from users.
NOTE: Existing terms have no status. Assign statuses in the Glossary Term Editor or with Glossary Autoimport.
2. Add and Manage Statuses
- Click [+ Status].
- Status Name: enter a unique name.
- Icon and Color: select how the status label looks
- Description: enter a hint for editors, e.g., "Approved by the data governance team".
- Term(s) Visible: enable to show Terms associated with this status to users.
- NOTE: If Term(s) Visible is disabled, Terms in the status are hidden from all users, including Admins. It is disabled for new statuses.
- [Save]
To edit a Status, select its name. To change the order of Statuses, drag the rows. To delete a Status, select its delete icon.
3. Link Terms to Custom Glossary
In case your glossary page is an App inside Metric Insights, you can link Terms to that App.
- Enable Link Terms to Custom Glossary.
- Glossary Terms URL Pattern: enter the App address with the Term ID placeholder, e.g., "[hostname]/p/catalog/term/[term id]"; [hostname] is replaced with the Metric Insights address and [term id] with the Glossary Term ID.
- [Save]
4. Assign Status to Glossary Term
Access Content > Glossary > Glossary Term Name Link
- Status: select a Status.
- [Save]
4.1. Link Glossary Terms Using @-Mentions
- In the Definition or Description field of a Glossary Term, type @ and the name of a Glossary Term, Element, or User Group.
- [Save]
5. What Users See
- Terms in a status with Term(s) Visible disabled are hidden wherever terms are shown on content, e.g., in the Element Viewer, Tile Preview, and Global Search results. They stay in the Glossary.
- With Show Status Label to Users enabled, the status is shown next to the Term name in the Glossary Terms pop-up.
6. Assign Statuses with Glossary Autoimport
In the Glossary Autoimport field mapping, map a Dataset column with status names to Status. The Status field is available when Use Statuses is enabled.
- For setup steps, see Automatically Import Glossary Terms.
NOTE: Rows with a Status name that does not exist are not imported.