Business Dictionary

The Business Dictionary in the Platform helps you standardize terms across different apps within a business. Business-Admins and Support roles can maintain a list of terms and their synonyms.

Business Dictionary Overview

The Business Dictionary in the Platform helps you standardize terms across different apps within a business. Business-Admins and Support roles can maintain a list of terms and their synonyms that are accessible to other applications within the Platform. Business dictionaries are specific to each business, but they can also be inherited or extended by apps.

Access Path:

Login to the Platform
Go to Admin in the header navigation
It shows a menu that has multiple options. Select Business Dictionary

Key actions include adding new terms, editing existing ones, and deleting outdated terms. Users can also switch between businesses to view and manage different dictionaries, if you are working with multiple businesses.

Business Dictionary Workflow

Business-admins can perform various operations to maintain and organize business terminology effectively.

Key Actions Available

Adding new terms with descriptions and synonyms
Editing existing terms and their synonyms
Deleting outdated terms that are no longer required
Switching between businesses to manage different dictionaries

Business-Specific Feature: Business dictionaries are specific to each business, but they can also be inherited or extended by apps.

Business Selection

When a business-admin is associated with multiple businesses, a dropdown selector allows switching between business dictionaries.

Dropdown selector at the top allows switching between businesses
Upon selecting a different business, the page refreshes and loads details
Each business maintains its own dictionary of terms and synonyms

Add Dictionary

Business-admins can add new terms (called directories) to the business dictionary using the 'Add Dictionary' button.

Add Dictionary Button

Add Dictionary Dialog

Dictionary Features

Create and Manage Terms: Enter a term and its description or meaning
Add Synonyms: Add multiple synonyms to enhance discoverability and context across apps
Cross-App Usage: Once created, these terms can be accessed by supported apps or inherited in custom dictionaries within individual apps

Add Synonym Feature: Use the 'Add Synonym' button to include multiple alternative terms for better searchability across applications.

Edit Dictionary

To update a term or its synonyms, click the Edit icon in the actions column. You can modify the term itself, update the meaning, or add/remove synonyms.

Edit Dictionary Action

Edit Dictionary Dialog

Editable Elements

Modify the term itself
Update the meaning or description
Add or remove synonyms
Keep terms up to date with current business terminology

Remove Dictionary

To delete a term that is no longer required, click the Delete icon in the actions column. You'll be prompted to confirm deletion to avoid accidental loss of data.

Delete Dictionary Action

Delete Confirmation Dialog

Warning: You'll be prompted to confirm deletion to avoid accidental loss of data.

Search and Sort

Users can search and sort the dictionary to quickly locate terms using various criteria.

Search Functionality

Sort Functionality

Search Capabilities

Search by term using the top search bar
Search by synonym to find related terms
Quickly locate specific terms without browsing the entire list

Sort Capabilities

Sort by Created At (date)
Sort by Term Name alphabetically
Sort data alphabetically or by date
Choose ascending or descending order

Table View and Structure

The dictionary terms are displayed in a structured table format showing comprehensive information about each term.

Table View

Pagination Feature

Table Columns

Term - The business term or phrase
Synonyms - Alternative terms with the same meaning
Created By - User who created the term
Created At - Date when the term was added
Actions - Edit and Delete options

Pagination Information: By default, 25 terms are shown per page, and users can choose to view up to 100. Navigate between pages using the numbered controls at the bottom.

Switch Between Businesses

When a business-admin is associated with multiple businesses, they can easily switch between different business dictionaries.

Switching Process

Select a different business from the dropdown selector
The page refreshes automatically
Loads the dictionary data for the selected business

This feature enables efficient management of terminology across multiple business entities.