Working with field tags

Introduction

To access field tags, edit an endpoint for your connector and select the schema/taxonomy tab - for example:

Adding a new field tag

Follow the steps below to add a new field tag for your schema.

1

Add a new tag

Click the add new tag button:

...the edit field tags modal is displayed:

2

Choose which field to tag

Select the required field from your schema, using the field dropdown list, for example:

All data fields found in the schema associated with this endpoint are available for selection.

3

Choose a field tag

Click in 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, location tags, shipping address tags, orders tags, etc.

4

Save the tag

Click anywhere outside of the list of tags to confirm your selection, then click the save tags button to confirm your selections.

The tracked fields option is now deprecated. Fields can now be tracked via the track data shape.

Changing an existing field tag

Follow the steps below to update an existing field tag for your schema.

1

Access the tag to be changed

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:

2

Access the tag to be changed

Click the 'cross' icon associated with the tag you want to change, 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.

3

Add the replacement tag

Click in the select tags field to find a replacement tag from the Patchworks field tag taxonomy, for example:

4

Save the tag

Click the save tags button to confirm your selections.

Removing an existing field tag

Follow the steps below to remove an existing tag for your schema..

1

Access the tag to be removed

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:

2

Remove tag(s) for the selected field

Click the 'cross' icon associated with any tags you want to remove, for example:

3

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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