The Term
| Field | Options or limits | What it is for |
|---|---|---|
| Name (required) | Up to 120 characters, unique in the dictionary | What people call it |
| Kind | Measure - something you count; Field - something you group or filter by; Concept - a shared idea with no number of its own | Decides which panels apply |
| Summary (required) | Up to 400 characters | One plain-English sentence, shown in search results |
| Description | Long text | What counts, what does not, and how to read it |
| Category | An existing category, or Add a category not listed... | Groups the term on the dictionary list |
| Source | Free text, for example "Echo, via Lens" | Where the data comes from, in words a marketer recognizes |
| Unit | Count, Number, Currency, Percentage, Duration (seconds), Ratio | For measures |
| Directionality | Higher is better, Lower is better, Neutral | For measures: whether a rise is good news |
| Field key | For example business_type | For fields: the column name as it appears in the data |
| Data type | Text, Number, Whole number, Decimal number, Currency amount, Percentage, Yes / No, Date, Date and time, Identifier, Web address, Email address, Phone number, List of values, Structured (JSON) | For fields: what the values look like |
| Also called | Comma separated | Other names people use. Search matches them |
| Tags | Comma separated | Your own labels, for example kpi |
| Worth knowing | Up to 2,000 characters | Where teams disagree, or the trap people fall into |
Which Rows Are Included
Filters describe which rows the term covers. Click Add A Filter and set the field, a label, the operator and the values; separate several values with commas. Link the field to its own dictionary entry when it has one. One filter per field.
| Operators |
|---|
| is, is not, is one of, is not one of |
| contains, does not contain |
| begins with, ends with |
| matches regex, does not match regex (one expression, not a list) |
How It Is Counted
Rules are a name and a setting, for example "Counted as: One per visit". Click Add A Rule. Rule names must be unique within the term.
What It Can Contain
For fields only. Click Add A Value and enter the value as it appears in the data, a label, and what it means. Tick This is the complete list, not just what has been seen so far when no other value is valid. A field with values listed becomes a controlled vocabulary on the Relay Taxonomy page.
Where It Applies
Optional. Leave it empty when the term applies everywhere. Click Add A Page and choose a rule (Starts with, Is exactly, Contains, Matches regex), a path such as /request-a-quote or a full https:// address, and why it matters there. Recorded, never enforced.
Reference code
Click Add A Code Block to keep the SQL behind a number, or the snippet a field comes from, word for word. Code blocks show collapsed at the bottom of the term page.
Ownership
| Field | What it is for |
|---|---|
| Owner (required) | The person who agrees changes to this term. Only the owner can change it later |
| Team | For example "Marketing Operations" |
| Next review | Left blank, it is set six months out when the term is agreed |
Saving
The button reads Save As Draft for a new term, Save for a draft, and Propose Change for an agreed term, which also shows Why This Should Change.