Required fields are not being tracked

Scenario

When checking the tracked fields panel on the process flow 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

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.

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.

Step 3 Select the endpoints option:

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

Most connectors will have multiple endpoints - you will need to update all endpoints that you use (or are likely to use) in process flows.

Step 5 Select the schema/taxonomy tab:

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:

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.

The next steps depend upon what you see here:

Stage 2: Update field tag information

Your next steps will depend on the outcome of your checks at the end of stage 1 - please expand the appropriate instructions below:

My query field does NOT show in the tags panel

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:

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

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:

These tags are used in field mappings - what you choose now isn't critical but it can help make mapping more efficient in future. Please see our field tagging page for more information.

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

Step 5 Save changes:

My query field DOES show in the tags panel but without a tracked tick

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:

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

Step 3 Save changes:

Most connectors will have multiple endpoints - you will need to update all endpoints that you use (or are likely to use) in process flows.