Description:
This form form is used to add tags to records with a column whose value that matches a specified value.
Location:
In Folio, click on the Tools menu at the top and click on the Advanced menu.
Then click on the Batch Tagging menu.
Then click on the Add Tags By Column button to open up the form.
The form will look like this when it opens up.
How To Use:
This form is used if you have a spreadsheet with a column to match records, such as a navName column to find all records with that navName, and wish to add tags and properties to those records.
The way this works is by finding all the records which match a certain column, in this case finding all records whose navName is AHU-1 or AHU-2.
Then the form adds either marker tags or property tags to those records.
Using the example spreadsheet, every record with a navName of AHU-1 will have the marker tags to be added be cake and pie, and the property tags to be added are test:"hello" and candy:"canes".
Using the example spreadsheet, every record with a navName of AHU-2 will have the marker tags to be added be pie and hello, and the property tags to be added are test:"byebye" and candy:"corn".
Marker tags can either be specified as comma separated values under a "marker" column or as the column's name with a value of marker:
The first row has marker tags cake and pie specified as a string separated value under the column of marker.
The second row has a marker tag, hello, specified as having the value of marker.
Example spreadsheet table:
| navName | marker | test | hello | candy |
|---|---|---|---|---|
| AHU-1 | cake,pie | hello | canes | |
| AHU-2 | pie | byebye | marker | corn |
In order to paste the table into the form, you must first copy the table to your clipboard.
Then you must click in the "Paste Tabular Data Here." so it shows a cursor like in a text area.
Then paste the table into the text area-ish cursor area.
That will make the form looks like this:
Just click next to advance to the next stage of the form.
The next stage will ask you to select the column used for finding records:
Since this form was originally geared towards being used with a navName column for the matching, it will automatically try to select the navName column in the "Select navName Column" combo box.
The form may also try to select other column that has the word "name" in it.
If no column with the word "name" is found, then it will select the first option in the combo box.
Based on what you select, the "Tags To Be Added" list will change to reflect which tags will be added to records that match with the value in the combo box.
Once you selected which column is your navName column, just hit apply and the form will disappear.
Typing in the name of any of the tags from the "Tags To Be Added" will result in any of the records that were modified by this form.
For example, typing "pie" into Folio will show records whose navNames are either AHU-1 or AHU-2 with the pie tag.
