Skip to main content

How to link a thesaurus to a template

Prerequisites​

Steps​

  1. Go to Settings > Templates.

  2. Select the template you want to edit. To create a new template, select Add template.

  3. Select Add property in the footer. A settings panel opens on the right.

  4. Enter a name in the Label field.

  5. Select Select or Multiple select from the Type drop-down.

    • Select — users choose one value from the list.
    • Multiple select — users can choose more than one value.
    warning

    You can't change a property's type after you save the template.

  6. Select a thesaurus from the Thesaurus drop-down. The drop-down shows all thesauri in your instance, sorted A–Z.

    If the thesaurus you need doesn't exist yet, select Add thesaurus in the footer. Enter a name and select Save. The new thesaurus appears in the Thesaurus drop-down right away. Go to Settings > Thesauri after saving the template to add values to it.

  7. Check the Matching properties table below the drop-down. This table shows properties in other templates with the same label. If a row appears in red, another template uses the same label with a different thesaurus.

    To fix a conflict, do one of the following:

    • Select the same thesaurus the other template uses.
    • Change this property's label so it no longer matches.

    Uwazi blocks saving until you fix all conflicts.

  8. Select Add property.

  9. Select Save in the template editor footer.

    If your template has more than 3,000 entities, a dialog warns that the update will take time. Select Confirm to continue. Uwazi shows a progress bar in the editor header while it runs the update.

Result​

The template now has a select property linked to your thesaurus. When users create or edit an entity on this template, they can choose from the thesaurus values in that field.

tip

To add or change the thesaurus values, go to Settings > Thesauri. Uwazi updates all entities that use the thesaurus when you rename a value.

See also​