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Edit an object (term) in a custom model (glossary) with workflow

Steps

  1. Sign in as a user with the Workflow Editorcapability object role assignmenton the custom model (glossary) where the object resides.
  2. Navigate to that object page of the custom model (glossary) or use the Grid Mode to edit the properties of the object (e.g., term).
Information note

You may also use the My Workflow Tasks or My Changed Objects.

  1. When analyzing metadata in grid mode, one may bulk update any property associated with any of the rows (or list items in the list view).
  2. After editing, you must move the term through the workflow before the results are visible in the Published configuration.
Information note

This interface is simply the standard object page and all the same features are available. However, according to the workflow steps one must first place the object in Draft status. To do so for an Approved object, click on the Create Draft button in order to allow editing. One may also create a new object which will be placed in Draft status using one of the methods below.

Example

Sign in as Ed (the Editor) that we assigned the proper responsibilities to the Workflow Example Glossary and search for Account Number and pick the term that is in this glossary.

It is in the Draft workflow state and thus ready for editing.

Information note

If you sign in as a user without workflow responsibilities to this glossary, the term will not be visible as it was never published.

Enter “General purpose account number for the finance domain” in Description.

Click the Create plus sign in the Contains section and pick Acronym. Enter “AcctNr” in the New Acronym dialog and click OK.

Click START REVIEW to move the term on through the workflow for reviewers.

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