Terminology Customization Page

Workflow Manager 6.0

From the Terminology Customization page, which is opened by clicking Terminology on the Administration menu of the administrator Home page, you can change the terminology used throughout Workflow Manager.

There are approximately 45 terms defined in Workflow Manager that are used throughout the system, such as: Workflow Request, Workflow Consumers, Workflow Administrators, Projects, Templates, Data Group, Data Element, etc.

If you feel that changing any of these words would be helpful to your Workflow Manager users, you can make edit it on the Terminology Customization page, and the term would automatically be updated throughout Workflow Manager.

Caution: Because making terminology changes make a global impact on Workflow Manager, changes are usually made infrequently. In order to change system Terminology, you must be assigned to a role that has the Terminology View permission assigned.

The Terminology Customization page includes the following options:

Terminology Customization Page Options

Option

Description

View Terminology Report

Click to view the Terminology Report, which lists all currently defined Workflow Manager terminology.

[Terminology Listing]

Listing of all the terms used in Workflow Manager that are available for customization. The following columns are included:

Default System Terms—The terms used by default throughout Workflow Manager.
Customized System Terms—The terms as they are used at your organization. If the term in this column matches the term in the Default System Terms column, this term has not been customized.
Description of System Terms—Description of purpose of term, if necessary.

Click on the arrows next to Page n of n to scroll through the pages of terminology. Click on the column heading to sort the list by that column. When you click on a term, the Selected Term text boxes below the list are populated.

Selected Term

In this area, you can edit the selected term.

Default System Term—Lists the default system term for the selected term. This field is read-only.
Customized System Term—Lists the customized system term. You can edit the term in this text box.
Update—Click Update to save your edits or entries.

See Also