Add and Agree a Dictionary Term

Before you start

Know who will own the term. The owner is the person who agrees it and every later change to it, and must be a user on the account.

Add the term

1. Go to Terrain > Dictionary and click Add A Term. Search first: if the term already exists under another name, open it or add a variant instead.
2. In The Term, enter the Name, pick the Kind (Measure, Field or Concept), and write a one-sentence Summary a marketer would recognize.
3. Fill in what applies: Description, Category, Also called (other names people use, which search also matches), Worth knowing (where teams disagree). For a field, add its Field key and Data type.
4. Add Which Rows Are Included filters, How It Is Counted rules, and, for a field, What It Can Contain values. See Dictionary Fields.
5. In Ownership, pick the Owner. Optionally set the Team and the Next review date.
6. Click Save As Draft.

Send it for review and agree it

1. On the term's page, the Draft banner says "Not agreed yet." Click Send For Review.
2. The banner changes to Waiting to be agreed, and the term appears in the owner's Waiting on you list as Approve.
3. The owner opens it, reads it through, and clicks Agree. It becomes version 1, status Agreed, and its first entry appears under History. If something is wrong, the owner clicks Send Back To Draft instead.

Add a variant

1. Open the agreed parent term and click Add A Variant. Only measures and fields can have variants.
2. The editor shows what is inherited from the parent. Record only what differs: an override of one filter or rule, or an added one.
3. Save as a draft, send it for review, and have the variant's owner agree it. The parent must be agreed first.

Check it worked

The term shows Agreed with a version number on the dictionary list, and the counts at the top (Terms defined, Agreed, Still open, Variants) update.

Troubleshooting