Use of the Taxonomy field

The Taxonomy field is a special field you can add to a form, that lets you categorize Ideas against large amounts of data. This is useful when you have a large list of values that submitted Ideas need to be categorized against, and you want to combine them into a single hierarchy.

How to use the Taxonomy field?

You might add multiple Taxonomy fields to a form to support different data sets, such as location data, skills hierarchies, and product categories. If you're running a Challenge that requires users to select a specific location when submitting an Idea, you could create a Taxonomy field that displays the data as:

• Division > Country > City > Office Location

Once a Taxonomy field is added to the Form Builder, you can then add a Taxonomy field to a form to be used in a Challenge. For each Challenge, the Challenge Manager can then upload one or more lists of values needed for the Challenge.

Add a Taxonomy field to a form

1. Go to your home page.

2. Select Settings > Form Builder.

3. Under Manage Forms, find your form and click Edit.

4. Select the Add a Field tab.
5. Drag and drop the taxonomy field onto your form.
6. Click Save.

Upload Taxonomy values to a Challenge

1. Create a new Challenge.
2. On the General tab, under Select special fields, click Upload values and upload an Excel file containing your Taxonomy values.
3. Click Upload.
4. On the Workflow tab, add the form that includes the Taxonomy field to your Gather or Development stage.

Select Taxonomy values on an Idea

1. Go to the Challenge where you uploaded Taxonomy fields. 
2. Click Add an Idea.
3. Next to your Taxonomy field, click Add.
4. Select any relevant taxonomy values, and then click Confirm.

See also

• Create a new Challenge Idea form
• Add a category field to your Idea form
• Add Idea form translations