Manage Category or Dynamic Attributes from a Repository View - Precisely_EnterWorks - EnterWorks - 11.0

EnterWorks Guide

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks
Precisely EnterWorks > EnterWorks
Version
11.0
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Guide
Copyright
2024
First publish date
2007
Last updated
2025-01-07
Published on
2025-01-07T07:44:20.997352

Category and dynamic attributes can be associated to a taxonomy's or a restricted hierarchy's node by editing its association object or you can manage them in the Classic UI in a repository's Repository View.

To manage category and dynamic attribute association in the Classic UI's Repository View:

  1. Log into the Classic UI as a user with administrative privileges.
  2. Open the repository in a Repository View by opening the Feature bar, opening the repository's folder, selecting the repository, and selecting Open.
  3. Open the Repository View's Hierarchy tab.
  4. Use the Choose Hierarchy dropdown to select the taxonomy or hierarchy. The taxonomy's or hierarchy's tree will display below the dropdown menu.
  5. Select a node and click the Manage Category Attributes icon on the toolbar. If you hover over the icon, it will display Manage the taxonomy's available category attributes.
  6. The Category Attribute Association Mapping Editor will appear. It displays existing attribute assignments, new assignments, and any assignments inherited from ancestor nodes.
    • To add an attribute assignment, click the Manage button. The Select Category/Dynamic Attribute window will appear. It lists the profile's category or dynamic attributes.
      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.
      2. It is also possible to add an attribute to the profile or edit an attribute. After you configure the attribute, you will need to clear the cache before these edits take effect. To add or edit an attribute:
        1. To add an attribute, open the Action dropdown, and select New. To edit an attribute, select the attribute, open the Action dropdown, select Edit.
        2. Make your changes.
        3. Click OK.
        4. Click Save to save your changes to the profile.
    • To remove an attribute assignment, check the checkbox next to the attribute and click Delete.
    • If an attribute uses a code set, you can specify the codes that are allowed for this node. To do so, check the checkbox next to the attribute and click Possible Values.
      1. Select the Subset radio button.
      2. To allow codes, select them in the Available Detail Code List and click the right-arrow button to move them to the Selected Detail Code List. To disallow codes, select them and 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.
    • To change the order the attributes will be displayed in, click Set Order.
      1. The Order Attribute Mapping editor will appear. Drag and drop the attributes into the desired order.
      2. Click Save.
  7. When you are finished assigning the category or dynamic attributes, click Save.