There are cases where an organisation may have a large list of items for which they want the submitted ideas to be categorised against. This allows them to report across ideas on which are utilising the same items.
We recently introduced a Taxonomy field to the Form Builder that allows you to upload inter-related data to make it easier for your end users to select the correct values. For example, if you are running a Challenge that requires users to select a specific location, you could create a field that displays the data as:
- Division > Country > City > Office Location
Once a field has been added to the Form Builder, it can be added to Idea Forms to be used in Challenges. For each individual Challenge, the Challenge Manager can then upload the specific values needed for the Challenge (i.e. each Challenge can have a different list of values but must follow the same structure). When end users complete the form, they will be able to search for their values from any point in the hierarchy. For example, one user could search by Office Location, while another user could search by City.
With the new search enhancement for the Taxonomy field, end users will now be able to search across multiple values – for example, City and Office Location – and it will return any values that match the combined values.
The Taxonomy field should be used when you have large amounts of related data that can be combined into a single hierarchy and can replace a series of dependent fields. Potential use cases include:
- Location Data
- Skills hierarchies
- Product Categories
The Taxonomy field is a special field that must be created for you by Wazoku and added to the Form Builder to be added to Idea Forms as necessary. You can have multiple Taxonomy fields to support different data sets (i.e. one for Skills Hierarchies and another one for Product Categories), and when setting up your field, you will provide the name of the field and structure.
If you would like to discuss how a Taxonomy field can work for you, please contact our Customer Excellence team at firstname.lastname@example.org or discuss it with your CSM.