Business Glossary Guide

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Glossary Customization

You can customize a glossary by editing the templates of the assets and business initiatives that are part of the glossary. Use the template to edit default properties, create properties, or change the sections where the properties appear.

Customize templates after you create and save the glossary but before you create Glossary assets and business initiatives. All Glossary assets and business initiatives that you create in the current glossary use the customized template.

You can make the following changes to the Glossary asset and business initiative templates:

Change template layout.: Move and arrange properties to change the visual layout of a business term, business initiative, category, or policy page. Change template layout to organize and plan the order of the properties based on your requirements. You can move properties that are more relevant to you to the top of the page or move properties that you rarely use to the bottom of the page.; For example, as a glossary administrator you can change the layout of a business term template by moving "Rules" property to the top of the list of properties in the
General
section.; To make these changes, drag elements on the page or use keyboard shortcuts.

Create custom relationships.: Create custom relationships if the default relationships do not meet the requirements of the organization. Use custom relationships to relate business terms. The name that you provide to the custom relationship helps consumers understand how the terms are related. You cannot delete the custom relationship after you create it.; For example, create a custom relationship called "Sibling." Use this custom relationship to help consumers understand that the term "Principal Engineer" is in the same grade as the term "Associate Manager."

Change or create properties.: Create properties and insert them into the Glossary asset or business initiative template. When you create a property, it is available for use across the asset templates in all glossaries. You cannot delete a property that you use in a template.

You must specify the label and model of the property. The model defines the name, description, and data type for the property. The data type defines the type of input value that the content manager can provide for the property. You can change the label of the property in each glossary and the property will have a unique name in each glossary. When you change the label, you can specify a default value for the property.; For example, you are the glossary administrator for a legal glossary and you require terms to have a citation ID. Create a property called "Citation ID." The data type for the property is Integer. Add the property to the business term template for the current glossary. Content managers must provide an Integer value for the "Citation ID" property when they define the terms.

Glossary Administration

Property Model and Label

Creating Properties

Creating Custom Relationships

Modifying Relationships

Customizing Properties

Changing the Business Term or Policy Layout

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