Explore Tree & List Views
Tree View
The Tree View simplifies finding related terms within a specific domain by displaying a hierarchical structure of domains, categories, subcategories, and terms on the left panel. The Quick View provides a snapshot of domain, category, or term details based on your selection.
In the Tree View, the toggle to view all published terms is enabled by default. It displays all domains, categories, and subcategories by default, regardless of whether they contain any published terms. If a domain, category, or subcategory has no published terms, it will still appear in the hierarchy, but it will be displayed as empty. This enables users to view the complete structure of the glossary, making it easier to understand the overall organisation structure and hierarchy and identify areas that may require content updates. For Example, let’s consider a Domain named ‘Healthcare’ that has a category ‘Clinical Trials’ and a subcategory ‘Chronic Kidney Disease’. This Domain hierarchy (Domain, Category, and Subcategory) has no terms, but users can still view the complete Domain hierarchy.
In the Additional Information section of Domains and the Term Details section of Terms, the system now displays the count of Authoritative and Originative sources. In the example below, the ‘Private and Sensitive Data’ Domain has one Authoritative and Originative Source.
In the Classifications section of Domains and Terms, users can view the number of objects classified under each classification value.
Resources
The resources section displays the number of terms present in the respective domain, category, or subcategory. Users can now view counts for All, Draft, and Published Terms. Selecting the All Terms, Draft Terms, or Published Terms icon opens the Global Search window, displaying the respective Terms.
List View
The List View makes filtering, searching, and sorting terms easy. Its simple interface lets users access term status, tags, associated projects, classifications, and Governance roles. Authorized users can also make bulk updates to selected terms.
Multi-Page Term Selection with Pagination
In List View, users can now select multiple terms across multiple pages. The terms checked on the first page will remain selected even after navigating to any other page using pagination. The page navigation doesn’t affect the overall count of selected terms.
9 Dots action menu:
Publish Terms: When users multi-select terms in a combination of published and draft, the draft terms are converted to published, and the published terms will remain in published status.
Draft Terms: When users multi-select terms in a combination of draft and published, the published terms are converted to draft, and the draft terms will remain in draft status.
Add/Update Category & Subcategory: Users must multi-select terms from the same domain to update the chosen Terms category or subcategory.
Change Domain: Users can change the selected Terms' Domain, but the Primary Term cannot be moved to an Auxiliary Domain under any circumstances.
Add Tags: Users can add Tag(s) to the list of selected Terms.
Remove Tags: Users can remove the available Tag(s) linked to the list of selected Terms.
Delete Terms: This action allows users to delete the selected Terms.
Add to My Watchlist: All the multi-selected Terms will be added to the user’s watchlist.
Remove From My Watchlist: All the added multi-selected Terms will be removed from the user’s watchlist.
Remove from Project: Users can remove the selected Terms list only if all the Terms belong to the same project.
Generate Descriptions with AI: Users can now generate Business or Detailed descriptions in bulk using the "Generate Descriptions with AI" option from the 9 dots action menu. Additionally, they can use the "Additional Prompt" text field to generate customized descriptions based on the provided prompt.
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