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Managing the term store

Configuration Scope: Environment-Specific

This setting is environment-specific and must be configured separately in each environment (dev, test, prod). Changes here will not be included in configuration exports.

Overview

The term store is a global directory of common terms used to create consistency throughout the solution. Terms are used throughout the solution as drop-down choices. It can take up to 30 minutes for changes to reflect in Brief Connect. Before making any changes to any terms, please check with Engage Squared if the term set can be edited due to the potential consequences of such changes.

Managing term store

To manage the Brief Connect term store: 1. Go to the Brief Connect SharePoint Online site. 2. Go to the Settings cog and click Site Information, then View all site settings.

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  1. Click on Term store management.

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Note: If you do not see this option, you do not have the correct permissions.

  1. This will take you to the term store. Expand the Site level term groups and the Site Collection folder.

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Adding terms to the term store

To add new terms to the taxonomy term store: 1. Click on the three dots next to the term set in which you wish to create the new term. 2. Select Add term from the drop-down. 3. Give the term a name.

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Editing a term in the term store

  1. Click the three dots next to the term you wish to edit and select Rename term.

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Deleting terms from the term store

If a term should no longer appear as a choice, it should be DEPRECATED, rather than deleted. This ensures that any instances of that term used in the past will not be affected. 1. Click on the three dots next to the term you wish to deprecate. 2. Select Deprecate term from the drop-down.

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