Add Tags By Column

Owned by Koppany Horvath (Unlicensed)
Last updated: Aug 12, 2021 by Kimberly Cruz (Unlicensed)
3 min read

This form is used to add tags to records with a column whose value that matches a specified value.

1. 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

Example spreadsheet table:

navName

marker

test

hello

candy

navName

marker

test

hello

candy

AHU-1

cake,pie

hello



canes

AHU-2

pie

byebye

marker

corn

 

  • 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".

  • 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.

8. Click on the Next button to advance to the next stage of the form

9. The next stage will ask you to select the column used for finding records

  • 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 is selected, 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.

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 the form.

  • For example, typing hello into Folio will show records whose navNames are either AHU-1 or AHU-2 with the hello tag.