Manage a Record's Taxonomy Assignment - 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
2025-01-07T07:44:20.997000

Records are assigned or reassigned to a Taxonomy node by editing the control attribute that is used to identify the Taxonomy node they are assigned to.

To edit a record's Taxonomy assignment:

  1. Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
  2. Open the record in an editor or edit the record directly.
  3. Click the record's Taxonomy Control Attribute to edit it.
  4. The Edit Taxonomy Assignment window will appear.
  5. Select the Taxonomy Node the record is to be assigned to. The new Taxonomy node value will appear in the New Value field.
  6. Click the Apply button to save the new assignment and exit the window, or click Cancel to exit without saving the new assignment.