When you open a user-defined term definition for editing, you can change its properties,
or change its effective end date to make it active or inactive. You can open a system term to view
it but cannot edit it.
Before you begin
You must have the Create or Update permission to edit a user-defined term definition.
Otherwise, you can only view its properties.
About this task
Consider the following points before you edit the properties of a term:
- You can edit all the properties of a user-defined term definition except the name and the data
type. You can change the format of a numeric term.
- When you change the effective end date of a term so that the term definition becomes inactive,
the term value is still displayed in related objects, but the term cannot be reselected.
- When you change the entry type for a user-defined term definition, the change applies the next
time a contract that contains the term placeholder is opened. However, any existing value entered or
selected for the term placeholder persists until a new value is selected or entered.
- A change to the Mandatory option of a user-defined term definition does
not affect existing objects.
Procedure
To access term definitions, complete the following steps:
- On the Term Definitions tab, search for the term definition.
- Click the Term Definition name.
- Edit the properties of the term.
- Click the Save icon
to save your settings.