Manage Category/Dynamic Attributes from the Taxonomy List - EnterWorks - EnterWorks Process Exchange (EPX) - Precisely EnterWorks - 10.5

EnterWorks Classic Administration Guide

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > EnterWorks
Precisely EnterWorks > EnterWorks Process Exchange (EPX)
Precisely EnterWorks
Version
10.5
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Classic Administration Guide
Topic type
Configuration
Administration
First publish date
2007

To manage category or dynamic attributes from the Taxonomy list:

  1. Log into EnterWorks.

  1. Expand the left-side feature bar, and expand the Model Feature and click on the Taxonomy function. A list of the existing Taxonomies will appear.

  2. Across the top of the screen (just under the Taxonomy tab’s name) is the list of folders that contain the taxonomies. Open the folder containing the Taxonomy that is tied to the Category Attributes, if applicable.

  3. Select the desired Taxonomy record, open the Manage dropdown, and select Category/Dynamic Attribute Association. The Manage Category/Dynamic Attributes editor will appear.

  1. Double-click the desired Category/Dynamic Attribute Association object to open it for editing, or select it, open the Action dropdown, and select the Edit. The Manage Category/Dynamic Attributes editor will appear.

  1. Click the Edit button next to Category/Dynamic Attribute Association Mapping. The Manage Category/Dynamic Attributes Editor will appear.

  1. Repeat the following steps for each Taxonomy node to be updated:

    1. Drill down into the Taxonomy and select the node to be updated.

    2. The Category Attribute Association Mapping Editor appears, showing the selected node attribute assignments along with any inherited assignments from parent nodes.

  1. To remove an attribute assignment, check the checkbox next to the attribute and click Delete.

  2. To change the codes of an attribute’s code set (if a code set is assigned to the attribute) that are allowed for this node, check the checkbox next to the attribute and click the Possible Values button at the bottom of the list.

  1. Select the Subset radio button.

  2. To assign codes, select the desired codes from the Available Detail Code List and click the right-arrow button to move them to the Selected Detail Code List. To unassign codes, use the left-arrow button to move codes from the Selected Detail Code List back to the Available Detail Code List.

  3. Click the OK button or Cancel button to return to the Category/Dynamic Association Mapping editor.

  1. To add an attribute assignment, click the Manage button. The Select Category/Dynamic Attribute window appears.

  1. Select the desired attributes to be assigned and click the Add Selected button at the bottom of the editor. The selected attributes will be added to the list. Then click Save or Cancel to return to the Category/Dynamic Association Mapping editor.

  1. To set the order of the assigned and inherited attributes, click the Set Order button at the bottom of the editor. The Order Attribute Mapping editor will appear.

  1. Drag and drop the attributes into the desired order.

  2. Click the Save button, then click the Close button. You will be returned to the Category/Dynamic Association Mapping editor.

  1. Click the Close button to return to the Manage Category Attributes Editor.

  1. Click the Return button to return to the Manage Category/Dynamic Attributes Editor.

  2. Click the Save button.

NOTE: If the Save button is not clicked on the Manage Category Attributes Editor window, then any changes made to the assignments will be lost.