Vocabularies
Found in: Settings > Vocabularies- Navigation
- View Vocabulary Details
- Edit Vocabulary Values
- Add New Vocabulary Value
- Delete Vocabulary Value
- Reset Vocabulary Changes
Vocabularies are key-value collections that allow customization of certain content. These vocabularies help maintain consistency in dropdown menus, forms, and settings by ensuring that the same data (such as categories, motives, or storage locations) is used everywhere.
Each vocabulary includes a Code (system reference) and a Name (user-friendly label), for example, SamplesStorageLocations as the code and Samples Storage Locations as the name.
In this guide, you will learn how to view, search, and edit vocabularies, as well as how to add or remove vocabulary items.
Let’s get started 🚀
Navigation
Step 1: Log in to your SynControl account using your administrator credentials and click on Settings from the top navigation bar.
Step 2: From the dropdown menu, select Vocabularies.
You will see a table displaying all available vocabularies with their respective Code and Name.
| Ref | Field | Description |
|---|---|---|
| 1 | Code | A unique, system-defined identifier for each vocabulary (e.g., ChecklistMotives). |
| 2 | Name | A user-friendly name displayed in the system (e.g., Checklist Motives). |
Search Vocabularies
You can easily search or filter vocabulary using the search box at the top of the table. Enter the vocabulary name or code in the Search box, then click the GO button to display matching vocabulary.
To reset the view, clear the search field and click GO again to show all vocabularies.
View Vocabulary Details
Step 1: Locate the vocabulary you want to open from the list.
Step 2:
To open the vocabulary in a pop-up, press Alt + Click or Shift + Click on the row.
To open it in a new browser tab, press Ctrl + Click (Windows) or Cmd + Click (Mac).
Once opened, the vocabulary details will show all the key-value pairs defined under that vocabulary.
Edit Vocabulary Values
You can edit existing vocabulary values to update the terminology used within the system. This helps ensure that the displayed labels and internal keys remain consistent and accurate according to your organization’s standards.
Step 1: In the Vocabulary Details view, you will see a list of existing key-value pairs.
| Field | Description |
|---|---|
| Key | The internal system code (e.g., office, home). |
| Value | The label displayed in dropdowns or forms (e.g., Office, At the technician's home). |
Step 2: Click on the Key or Value field you want to update and type in the new text.
Step 3: After making your changes, scroll down and click Save Vocabulary to apply the updates.
Add New Vocabulary Value
You can add new vocabulary values to include additional terms or options in your system. This feature is useful when new categories, locations, or labels need to be introduced. Adding new entries expands the available vocabulary, allowing for better customization and flexibility in system configuration.
Step 1: Scroll to the bottom of the vocabulary list and click the Add Row button.
Step 2: A new blank row appears, enter the new Key (e.g., warehouse) and Value (e.g., Warehouse). Repeat this process for each additional entry.
Step 3: Click Save Vocabulary to confirm your changes.
Delete Vocabulary Value
You can delete vocabulary values that are no longer relevant or needed. Removing unused or outdated entries helps maintain a clean and organized vocabulary list, ensuring that only accurate and current options appear in dropdowns and forms.
Step 1: In the Vocabulary Details page, locate the row you want to remove.
Step 2: Click the Remove Row (red button) beside that row.
Step 3: Scroll down and click Save Vocabulary to permanently remove the item.
Reset Vocabulary Changes
You can reset vocabulary changes if you’ve made edits that you don’t want to keep. This discards any unsaved modifications and restores the vocabulary to its previous state before the edits were made.
Step 1: Click the Reset to initial state button.
Once the Reset to initial state button is pressed, the vocabulary will revert to its last saved version, discarding all unsaved edits.