Import Tags with Unique Attributes

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.

Note: this is a special case of Tags With Attributes use. For more about importing Tags with Attributes, see: Bulk import Tags with attributes (common attributes).

About unique attributes for tags

Enabling attributes for tags

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):

Configuring tags attributes

Tags attributes can be configured from Settings > Manage tags.

Users can then associate values to the attributes when editing tags applied to a group or person. Navigate to a group or person page then select Edit tag.

Interaction Options for Unique Attributes

Optional - The attribute is not required, its value can be edited from the directory
~~Editable~~ - not currently in use
Mandatory - The attribute must be provided when tagging a group or person, can be edited from the directory
Readonly - The attribute value cannot be edited from the directory

Importing tags and their unique attributes

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

Sample CSV and JSON Fields Map

Sample CSV file

Sample JSON Field Map

{
  "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

Sample CSV and JSON Fields Map

Sample CSV file

Sample JSON Field Map

{
  "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: