Managing Term Types

You can use the Term Type Manager window to perform the following tasks:

The Term Type Manager window contains all of the term types that have been defined for deletion in Business Data Network.

Click New Term Type to display the Settings sub-tab in the New Term Type tab. The sub-tab is divided into the following sections:

The Type Identification fields enable you to name and describe a new term type. For example, you can type Simple term create and describe it as follows: create term in simple collaborative flow.

The Workflows (optional) fields enable you to associate workflows for creating, editing, and deleting terms with a term type. Of course, if a term type is used with non-workflow terms that do not go through a collaborative review and approval process, it will not be associated with a workflow. The workflows are sorted into create, edit, and delete types. Each of these types includes the following workflows: None, Extended Create Term, Create Term, Delete Term, Edit Term, and Extended Edit Term. You can choose from these workflows to create term types that support very specific portions of the collaborative flow such as extended term creation and delete term. Then, you can associate the term types with specific users in the Business Roles table, which is described below.

For example, you can specify Extended Create Term for terms used in an extended collaborative flow. You can also specify Create Term for terms used in a simple collaborative flow. Finally, you have the option to not specify a workflow for terms that are not used in a collaborative flow.

The Specify status values table enables you to select a default status value to associate with the term, create new status values, and edit or delete existing status values. The following default status values are available: Production, Editing, On Hold, Under Review, and Not Specified.

The Specify importance labels table enables you to select a default importance to associate with the term or edit an existing label. The following importance labels are available: Critical, High, Medium, Low, Very Low, and Not Specified.

The Business Roles table enables you to create business role labels can be added to contacts for terms of this type. You can create notification groupings by associating these roles with specific groups of users. These labels do not affect which users can perform workflow actions for these terms.

Click Attributes to display the Attributes sub-tab in the New Term Type tab. The sub-tab displays a table that contains the list of attributes for the current term type. You can click New Attribute to define a new attribute and display it in the table. The attribute can include the following elements:

You can also edit, remove, and preview an existing attribute. Select the Allow custom attributes to be added to terms check box if you want to add and maintain attributes for individual terms of this type.

You can select an existing term type in the Term Type Manager window to review and edit its elements. Click Save to save your changes. Use caution when you update the attributes for a term type. When existing term types are imported, the attributes in the term type being imported replace the attributes in the term type that already exists in the SAS Business Data Network instance. The attributes also update existing terms of that type.

You can use the Import Term Types item in the Action menu in the Term Type Manager window to import XML lists of term types. Similarly, you can use the Export Term Types item in the Action menu in the Term Type Manager window to export XML lists of term types to a specified location.