Editing Term Definitions

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:

  1. On the Term Definitions tab, search for the term definition.
  2. Click the Term Definition name.
  3. Edit the properties of the term.
  4. Click the Save icon to save your settings.