# Required fields are not being tracked

## Scenario

When checking the [tracked fields panel on the process flow overview page](https://doc.wearepatchworks.com/product-documentation/process-flows/the-process-flows-overview-page), fields that you expect/want to see are not shown.

## Reason

When connector endpoints are configured, fields in the associated data schema can be flagged as **tracked**. By tracking these fields, they become available for viewing/filtering/selecting wherever tracked data is shown in Patchworks.

If you are not seeing a required field in the tracked fields panel, it's likely that it has not been flagged for tracking in the connector setup.

## Solution

{% hint style="warning" %}
The steps below involve updating connector settings. Updating settings for a connector may affect how the connector runs. Please check with Patchworks support if you need to update tracked fields but are not sure about making this change.
{% endhint %}

### **Stage 1: check tracked fields for the connector**

The first thing to do is access connector settings and check which fields have been flagged for tracking. To do this, follow the steps below.

**Step 1**\
Select **connectors & instances** from the dashboard navigation menu - all installed connectors for your company profile are displayed.

**Step 2**\
Access settings for the connector that you want to update.

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F2KInbaLVe4qYiGLg448T%2Fupdate%20tracked%20field%201.png?alt=media&#x26;token=62662e6e-33b2-43b3-95d6-e0d153b2339b" alt=""><figcaption></figcaption></figure>

**Step 3**\
Select the **endpoints** option:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fncj7F2pwYgs6K6ucAUqw%2Fupdate%20tracked%20field%202.png?alt=media&#x26;token=e406ea8c-4b05-4e58-b183-51730df86c07" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 4**\
Click the name of the first endpoint that you want to update to access its settings.

{% hint style="info" %}
Most connectors will have multiple endpoints - you will need to update all endpoints that you use (or are likely to use) in process flows.
{% endhint %}

**Step 5**\
Select the **schema/taxonomy** tab:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Flddu3Oxcx2NpIoF1RHdA%2Fupdate%20tracked%20field%204.png?alt=media&#x26;token=5a1ff03a-0951-4407-a2f0-5c33b6f176f3" alt=""><figcaption></figcaption></figure></div>

**Step 6**\
Check the **tags** panel on the right-hand side of the page. Here you'll see a list of fields (from the associated data schema) which have been tagged and - if applicable - set to be tracked:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FUrMNTJbIwprFCVfsyzky%2Fupdate%20tracked%20field%205.png?alt=media&#x26;token=9c4ef683-88aa-41c4-b088-2bea690a878e" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
It's possible that lots of fields will be tagged but not flagged for tracking. Look for a tick in the **tracked** column to see where tracking is enabled.
{% endhint %}

The next steps depend upon what you see here:

| What you see in the tags panel                                                    | Action                                                                                                                                                                                |
| --------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| My query field is NOT shown in the tags list                                      | See [stage 2](#stage-2-update-field-tag-information) to tag the field and flag for tracking                                                                                           |
| My query field IS shown in the tags list but the **tracked** column is NOT ticked | See [stage 2](#stage-2-update-field-tag-information) to edit tag details and flag for tracking                                                                                        |
| My query field IS shown in the tags list and the **tracked** column IS ticked     | Your configuration appears to be correct. Please [contact Patchworks support](https://doc.wearepatchworks.com/product-documentation/raising-a-support-ticket) for further assistance. |

### Stage 2: Update field tag information&#x20;

Your next steps will depend on the outcome of your checks at the end of [stage 1](#stage-1-check-tracked-fields-for-the-connector) - please expand the appropriate instructions below:

<details>

<summary>My query field does NOT show in the tags panel</summary>

If your query field does not show in the **tags** panel, follow the steps below to add a new tag and flag the field for tracking.

**Step 1**\
Click the add a new tag button:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F9nOsSLnwcZqHHvT7QA9n%2Fadd%20tag%201.png?alt=media&#x26;token=9c5c1cfb-c266-4828-a652-7c0d4d60d698" alt="" data-size="original">

**Step 2**\
Navigate the **field** data schema to find and select your query field:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fwd0t5cg6ArZ5TTiM8i5S%2Fadd%20tag%202.png?alt=media&#x26;token=a43e0aed-e69d-4c2f-81c4-3026a0097b9d" alt="" data-size="original">

**Step 3**\
Click in the field below to see a list of standard Patchworks tags, then navigate this list to find a suitable tag for your field:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FSio4eLMNNbsmDM6iFjlE%2Fadd%20tag%203.png?alt=media&#x26;token=1a33cae5-5051-4892-adc8-981a92b9ed14" alt="" data-size="original">

These tags are used in [field mappings](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-shapes/standard-shapes/map-shape) - what you choose now isn't critical but it can help make mapping more efficient in future. Please see our [field tagging ](https://doc.wearepatchworks.com/product-documentation/developer-hub/connector-builder/building-your-own-connector/4-endpoints/endpoint-options/schema-taxonomy/field-tagging)page for more information.

**Step 4**\
Select the **tracked** checkbox so that it's enabled:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FX5AJObtx8VVAkHhaOB6T%2Fadd%20tag%204.png?alt=media&#x26;token=220c69b9-b71f-4f1c-955d-851d5611b085" alt="" data-size="original">

**Step 5**\
Save changes:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FvN6kNp3NuaMbn7V9Y9h8%2Fadd%20tag%205.png?alt=media&#x26;token=abfc9724-9539-4048-ad78-d5eccf0ea81d" alt="" data-size="original">

</details>

<details>

<summary>My query field DOES show in the tags panel but without a tracked tick</summary>

If your query field DOES show in the **tags** panel but the **tracked** column is not ticked, follow the steps below to set field tracking.

**Step 1**\
Click the tag that you need to update:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FzqhxIq2KARrgIwis75eP%2Fedit%20tag%201.png?alt=media&#x26;token=fd3d9bcd-ce9d-428c-92f4-3585affabc91" alt="" data-size="original">

**Step 2**\
Select the **tracked** checkbox so that it's enabled:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FqbVq8DhxCBAvSPEFmd9r%2Fedit%20tag%202.png?alt=media&#x26;token=e4dfe3cb-b9ec-4660-88f5-a9dffcee1476" alt="" data-size="original">

**Step 3**\
Save changes:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fsl7ZmRUf6And7hMihUX0%2Fedit%20tag%203.png?alt=media&#x26;token=0585c536-8e06-47d0-aaf0-b4f0f2867def" alt="" data-size="original">

</details>

{% hint style="info" %}
Most connectors will have multiple endpoints - you will need to update all endpoints that you use (or are likely to use) in process flows.
{% endhint %}

## Further information

For more information please see the following pages:

* [About tracked fields](https://doc.wearepatchworks.com/product-documentation/the-process-flows-overview-page#about-tracked-fields)
* [Field tagging (connector builder)](https://doc.wearepatchworks.com/product-documentation/developer-hub/connector-builder/building-your-own-connector/4-endpoints/endpoint-options/schema-taxonomy/field-tagging)