Working with field tags

Introduction

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

• Add a new field tag

• Change an existing field tag

• Remove a field tag

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 3 Move down to the select tags field and find a tag to apply from the Patchworks field tag taxonomy- for example:

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:

Step 6 Save the tag - for example:

...the new tag is added to your list:

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:

...then use the select tags field to find a replacement tag from the Patchworks field tag taxonomy- for example:

Step 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.