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As outlined in What are tags?, Tags can contain additional data (attributes), which can be uniquely set for each entity-tag (i.e. Tag applied to a person or a team). This is useful if you seek to have common Tag names, but “data” (i.e. attributes) that is unique to the person/team to which a tag is applied.

This pages defines how to load unique entity-tag attributes.

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Enabling attributes for tags

Note

Tags attributes need to be enabled by a TeamForm consultant via admin devtools, using the workspace feature flags “enableEntityTagAttributes.”

Tags with Unique Attributes to an Entity can then be added via tag type settings (manage tags):

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Importing unique attributes along with a tag import can be done using specific pre-processing instruction using the normal integration for tag import.
An example of CSV file and JSON field map is provided below.

Simple example

Expand
titleSample CSV and JSON Fields Map

Sample CSV file

Code Block

Sample JSON Field Map

Code Block
languagejson
{
  "entityType": "group",
  "skipRemoveTagsFromEntity": true,
  "preprocessor": "phoenixGenericTags",
  "headerRowIdentifier": "Organization Ref ID",
  "idColumnName": "Organization Ref ID",
  "idType": "externalId",
  "tagTypes": [
    {
      "tagValueColumnNames": ["Employee ID"],
      "separator": "_",
      "tagTypeColumnName": "Role Name",
      "tagTypeNamesMap": {
        "Project Hierarchy Manager": "Group Owner",
        "Project Manager": "Product Owner",
        "Project Hierarchy Performance Lead": "GPL"
      },
      "attributes": {
        "entityTag": [
          {
            "action": "optional",
            "associatedValue": "",
            "defaultValue": "",
            "label": "Country",
            "attrValueColumnName": "Country",
            "type": "text"
          },
          {
            "id": "bcd123",
            "action": "optional",
            "associatedValue": "",
            "defaultValue": "",
            "label": "Group Manager",
            "attrValueColumnName": "Group Manager",
            "type": "person"
          }
        ],
        "others": [
          {
            "action": "optional",
            "associatedValue": ["Agile Group"],
            "label": "Group name",
            "type": "groupType"
          }
        ],
        "values": [
          {
            "action": "optional",
            "associatedValue": "",
            "defaultValue": "",
            "label": "Supervisory Manager",
            "attrValueColumnName": "Manager ID",
            "type": "person"
          },
          {
            "id": "abc123",
            "action": "optional",
            "associatedValue": "",
            "defaultValue": "",
            "label": "Manager group lead",
            "attrValueColumnName": "Manager Group Lead",
            "type": "person"
          }
        ]
      }
    }
  ],
  "importShadowTag": false
}

Advanced example

Expand
titleSample CSV and JSON Fields Map

Sample CSV file

Code Block

Sample JSON Field Map

Code Block
languagejson
{
  "entityType": "group",
  "skipRemoveTagsFromEntity": true,
  "preprocessor": "phoenixGenericTags",
  "headerRowIdentifier": "Organization Ref ID",
  "idColumnName": "Organization Ref ID",
  "idType": "externalId",
  "tagTypes": [
    {
      "tagValueColumnNames": ["Employee ID"],
      "separator": "_",
      "tagTypeColumnName": "Role Name",
      "tagTypeNamesMap": {
        "Project Hierarchy Manager": "Group Owner",
        "Project Manager": "Product Owner",
        "Project Hierarchy Performance Lead": "GPL"
      },
      "attributes": {
        "entityTag": [
          {
            "action": "optional",
            "associatedValue": "",
            "defaultValue": "",
            "label": "Country",
            "attrValueColumnName": "Country",
            "type": "text"
          },
          {
            "id": "bcd123",
            "action": "optional",
            "associatedValue": "",
            "defaultValue": "",
            "label": "Group Manager",
            "attrValueColumnName": "Group Manager",
            "type": "person"
          }
        ],
        "others": [
          {
            "action": "optional",
            "associatedValue": ["Agile Group"],
            "label": "Group name",
            "type": "groupType"
          }
        ],
        "values": [
          {
            "action": "optional",
            "associatedValue": "",
            "defaultValue": "",
            "label": "Supervisory Manager",
            "attrValueColumnName": "Manager ID",
            "type": "person"
          },
          {
            "id": "abc123",
            "action": "optional",
            "associatedValue": "",
            "defaultValue": "",
            "label": "Manager group lead",
            "attrValueColumnName": "Manager Group Lead",
            "type": "person"
          }
        ]
      }
    }
  ],
  "importShadowTag": false
}

Downloadable file:

View file
nameimportTagsWithAttributesFieldsMap.json

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