Create and Manage Terms

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Terms are the configuration options available for various features, such as Business Directories, Park Listings, Property Listings, and Projects. These terms can help categorize, track, and maintain different projects, bids, and initiatives within CivicEngage Open.

Create a Term

  1. Expand the Administration Menu on the Dashboard
    The Administration button with a plus sign icon.

  2. Click on the appropriate add-on manager

    Example: Manage AmenitiesThe hyperlink labeled Manage Amenities, as an example.

  3. Click Add Term The button labeled Add term with a plus sign.

  4. Name the Term The text entry field labeled Name.

  5. Complete the other Term fields as desired

  6. Click Save The button labeled Save.

Edit a Term

  1. Expand the Administration Menu on the Dashboard
    The Administration button with a plus sign icon.

  2. Click on the appropriate add-on manager

    Example: Manage AmenitiesThe hyperlink labeled Manage Amenities, as an example.

  3. Click Edit next to the desired Term The button labeled Edit.

  4. Edit the Term fields as desired

  5. Click Save
    files

Delete a Term

Important Note

Only a Site Admin can delete items. Please be aware that this action cannot be undone.

Instructions

  1. Expand the Administration Menu on the Dashboard
    files

  2. Click on the appropriate add-on manager

    Example: Manage AmenitiesThe hyperlink labeled Manage Amenities, as an example.

  3. Click on the Action Menu next to the desired Term The downward pointing arrow to the right of Edit.

  4. Click Delete The button labeled Delete.

  5. Click Delete to confirm The large button labeled Delete.

    Note:

    This action cannot be undone

Term Fields

The list of text entry fields and options for Terms.

  • Name: The name of the amenity

  • FA icon: The chosen Font Awesome icon

    Note:

    The FA icon field is only available for Amenities

  • Relations The list of options and fields beneath the Relations header.

    • Parent terms: The type of amenity

    • Weight: The weight assigned to the amenity

      Note:

      Terms are displayed in ascending order by weight

  • Revision log message: A brief description of any changes made