SharePoint - Do you know how to rename a rule category? (internal only)

Last updated by Tiago Araújo [SSW] about 1 year ago.See history

This rule has been archived
Archived Reason: Replaced by GitHub https://github.com/SSWConsulting/SSW.Rules.Content/wiki/How-to-Rename-Rules

To update a rule category name in SharePoint, please follow these steps:

  1. Rename “category name" in metadata: Search “Rules to Better Lync" to find it, double click the “term item title" to rename it to “Rules to Better Skype for Business (formerly Lync)"

change rule category name 1

  1. Rename “rule summary page" title: Go to the “Rule Summary page", edit its title with the new name “Rules to Better Skype for Business (formerly Lync)": change rule category name 2
  2. Update “rule category field value" for sub-rules:

    1. Use the left navigation to filter and find all the rules under this category. Use the 1st “tick icon" to select all of them, then click “ Files " | “ Check Out " to check them out: change rule category name 3
    2. Use “Library" | “Quick Edit" to switch to “quick edit" mode: change rule category name 4
    3. Update the 1st row with new “category name", then you can use “copy & paste" to update all the rest in one goal. change rule category name 5
    4. Check-in and publish all the rules when you finish your modification.
  3. [Optional] Rename “page URL"
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