Description:
This form is used to add tags to records with a column whose value that matches a specified value.
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Location:
In Folio, click on the Tools menu at the top and click on the Advanced > Batch Tagging menu > 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.
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Select the App Launcher icon on the top left
2. Select the Settings tile under Advanced Apps
This will open a drawer with the following options: Close, Launch, Menu
3. Select the Launch option to open the Folio application
4. Select the gear icon to open the tool list
5. Navigate and click on Add Tags By Column to open up the form: Advanced > Batch Tagging > Add Tags by Column
6. The Add Tags by Column form will open up
The form allows to find all the records which match a certain column (such as navName), then adds either marker tags or property tags to those records
7. Paste the excel data on the cursor area
Note
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
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:
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Example spreadsheet table:
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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:
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8. Click on the Next button to advance to the next stage of the form
9.
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The next stage will ask you to select the column used for finding records
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This form was originally geared towards being used with a navName column for the matching, it will automatically try to select the
navNamecolumn in the
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Select navName Column
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combo box.
The form may also try to select other column that has the word
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name
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in it.
If no column with the word
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name
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is found, then it will select the first option in the combo box.
Based on what
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is selected, the
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Tags To Be Added
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list will change to reflect which tags will be added to records that match with the value in the combo box.
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10. Click on the Apply button to save the changes and the form will disappear.
11. 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
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the form.
For example, typing
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hellointo Folio will show records whosenavNamesare either AHU-1 or AHU-2 with the
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hellotag.
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