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      Upload taxonomy values for a form

      Once you've added a taxonomy field to your form, you can upload the values for each taxonomy form field on your Challenge.

      Who can do this? Platform site Admins, Idea Space Admins and Co-creation Community Admins for assigned communities, and Challenge Managers for assigned Challenges.

      Upload requirements

      Before you upload your taxonomy values for a form, make sure that the Excel (.xlsx) file meets the following requirements:

      • Column headers: The column headers in your file should match the column headers for your taxonomy field. (If you don’t know what columns to include, you can download and populate the provided field template.)

      Upload taxonomy values for a form

      1. Go to your Challenge.

      2. Select Manage > Edit Challenge.

      3. (Optional) Download and populate the provided taxonomy field template.

      4. On the Form tab, select a form that has a taxonomy field.

      5. Under Taxonomy fields, click Choose File and upload an Excel file containing your taxonomy values for each field.

      6. Click Save.

      The values you uploaded can now be selected by contributors when they add an Idea to your Challenge and complete the submission form.

      Tip: If you don’t know what values should be uploaded into your taxonomy fields, you can download and populate the provided field template for each field.

      Note: If the same taxonomy field is used across multiple forms in your Challenge, the uploaded values will be shared with all the forms that use this field. Only the Excel (.xlsx) file format is supported for uploading values to taxonomy fields.

      See also

       

       

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