By default, a term only needs its text and language to be saved, so a single glossary can hold well-documented terms next to bare ones. Glossary Required Fields lets an Account Admin choose which term fields must be filled in each glossary. wxrks then blocks saving, approving or importing a term that leaves a required field empty.
Before you start
Role: only Account Admins can set required fields. See All about wxrks roles.
Who is affected: everyone who adds or edits terms in the glossary, and everyone who approves terms on the Terminology Board. The section What changes for people who add terms shows what they see.
Which fields can be required
Each field is either Optional or Required. Six term fields can be required in every glossary:
Concept definition
Usage
Note
Part of speech
Term Type
Gender
A glossary's own custom attributes (extra term fields an admin adds to a glossary, set up under Custom Attributes when editing it) can also be required, one glossary at a time. Yes/no term options such as Case Sensitive and Forbidden are not on the list.
A field counts as empty if it holds only spaces or invisible characters. For Part of speech and Gender, the Undefined option also counts as empty.
Open Glossary Required Fields
Go to Settings > Translation > Glossary Required Fields. The page has two parts:
Default for new glossaries: the rule that new glossaries start with.
Glossaries: every glossary in your account, with the fields it currently requires.
Set the default for new glossaries
Under Default for new glossaries, click Edit default.
Set each field to Optional or Required.
Click Save.
Every glossary created from now on copies this rule, including glossaries created by import or through the wxrks API. Existing glossaries keep their own rule, so changing the default does not change them.
ℹ️ Note: the default covers the six term fields only. Custom attributes belong to each glossary, so you require them glossary by glossary (next section).
Set the required fields of one glossary
In the Glossaries table, find the glossary. Use the filters to search by name, Organizational Unit (a subdivision of your account, such as a team or client) or Organization.
Click Edit on its row.
Set each term field to Optional or Required. Under Custom Attributes, do the same for the glossary's custom attributes.
Click Save. The Required fields column shows the new rule.
ℹ️ Note: if a custom attribute is removed from the glossary, it is also removed from the rule. Terms are never blocked by an attribute that no longer exists.
Edit several glossaries at once
In the Glossaries table, select the glossaries.
Click Edit selected.
Each field starts as Keep, which leaves that field as it is in every selected glossary. Change only the fields you want to set: Optional or Required.
Click Save.
Example. Glossary A requires Gender and glossary B does not. You select both, set Concept definition to Required and leave the other fields on Keep. After saving, both glossaries require Concept definition, A still requires Gender, and B still doesn't.
Bulk editing covers the six term fields only. To require custom attributes, edit each glossary.
What changes for people who add terms
The rule applies when a term is added or edited in a glossary, when a term is approved on the Terminology Board, and when terms are imported.
Adding or editing a term
In the Add Concept and Edit Term forms, and when editing a term on the Terminology Board, required fields are marked with an asterisk (*). Until they are filled, the Publish, Request and Save buttons look disabled.
Clicking one of them anyway saves nothing. wxrks opens More Options where the missing fields are, moves the cursor to the first one, and shows the message Fill in the required fields.
Approving terms on the Terminology Board
A card can't move into an approved lane while one of its terms has an empty required field, whether you drag it or use Actions > Move selected requests. wxrks shows Not approved: fill in the required fields of these terms, with each term, its language and the fields it is missing. The message stays until you close it. Edit the terms and move the card again.
If a card publishes to more than one glossary, the term must meet the rules of all of them.
Terms can still enter the board incomplete: the rule is not applied to terms added from the Editor or learned by AI until the card is approved.
Importing terms
When you import an XLSX or TBX file into a glossary with required fields, wxrks imports the complete terms and skips the incomplete ones. A concept whose terms are all skipped is not created. The import does not fail.
💡 Tip: name the columns exactly as an exported glossary names them, for example definition and gender in lowercase. A column header written another way is not read as that field, so its terms are skipped as incomplete.
To see how many terms were skipped, open the glossary and click Import History. The Skipped terms column shows the count for each import. For the file layout, see How to Format Your XLSX File for Glossary Import.
Terms that already exist
The rule is not applied to terms already in the glossary. They stay valid until someone edits them. At that point, the term must be completed before it can be saved.
Troubleshooting
Problem | Cause and fix |
A glossary created today doesn't require the fields you set as default. | The default only reaches glossaries created after you saved it. Edit the glossary in the Glossaries table. |
Publish, Request or Save looks disabled with every visible field filled. | A required field is under More Options. Click the button: wxrks opens the section and moves the cursor to the missing field. |
A field looks filled but is still reported as empty. | It holds only spaces or invisible characters (often pasted), or Undefined is selected. Type a real value. |
An import brought in fewer terms than the file has. | The missing terms left a required field empty. Check Skipped terms in Import History, complete the rows in the file and import it again. |
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