Working with field tags
Introduction
To access field tags, edit an endpoint for your connector and select the schema/taxonomy tab - for example:
Here, your schema (added and edited via the schema tab) is displayed in the left panel, and field tagging options are available to the right. From here you can:
Adding a new field tag with/without tracking
Follow the steps below to add a new field tag for your schema:
Step 1 Click the add new tag button:
...the edit field tags modal is displayed:
Step 2 Activate the field dropdown and navigate the list of data fields to find the item you want to tag - use the search option to make this much quicker:
All data fields found in the schema associated with this endpoint are available for selection.
Step 3 Move down to the select tags field and find a tag to apply from the Patchworks field tag taxonomy- for example:
Tags are organised by entity - customer tags, locations tags, shipping address tags, orders tags, etc.
Step 4 Click anywhere outside of the list of fields to confirm your selection.
Step 5 If you want to track this field, click the tracked checkbox to enable this option:
Typically, you would only track a field which can be used to uniquely identify a record - for example, a customer id, order id, product id, etc. For more information please see What are tracked fields?
Step 6 Save the tag - for example:
...the new tag is added to your list:
Tracked fields are displayed with a tick in the tracked column.
Changing an existing field tag
Follow the steps below to update an existing field tag for your schema:
Step 1 Click on an existing tag that you want to change - for example:
...the edit field tags modal is displayed and any existing tags are shown - for example:
Step 2 To remove an existing tag to replace it with another, click the associated 'cross' icon - for example:
You can associate multiple tags with any given field, so you don't have to remove an existing tag unless you need to.
...then use the select tags field to find a replacement tag from the Patchworks field tag taxonomy- for example:
All data fields found in the schema associated with this endpoint are available for selection.
Step 3 To change the current tracking setting, toggle the tracked field as required:
Step 4 Save the tag.
Removing an existing field tag
Follow the steps below to remove an existing tag for your schema:
Step 1 Click on an existing tag that you want to remove - for example:
...the edit field tags modal is displayed and any existing tags are shown - for example:
Step 2 Remove all existing tags using the associated 'cross' icon - for example:
Step 3 Once all tags are removed, save the tag - for example:
What if there's no field tag for a field in my schema?
Don't worry! The point of field tagging is that we tag the most common fields that Patchworks has identified. If your data schema includes fields where none of our tags apply, there's no need to tag it.
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