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Status Future consideration
Workspace Core CDE
Created by Guest
Created on Apr 19, 2023

Autotagging to support taxonomies

As a user I want to be able to upload a document with a name that contains a taxonomy code that can work with auto-tagging and set a taxonomy field.

Notes

Here is an example of a Uniclass hierarchy:

  • 05 - Project management activities

    • 00 - Strategy stage activities

      • 10 - Business case development

The name of the document needs to be able to contain the shortcode representing this hierarchy that may or may not contain separators:

  • 05_00_10

  • 050010

Here are some example names we would need to support:

  • P0007-BSY-V1-050010-A-DR-000001.pdf

  • P0007-BSY-V1-05_00_10-A-DR-000001.pdf


Practical use of functionality?

A document name of: "P0007-BSY-V1-050010-A-DR-000001.pdf", can map to a taxonomy value of: "05 - Project management activities / 00 - Strategy stage activities /10 - Business case development", when auto-tagging.

What is the impact of not doing this?

Taxonomies cannot be used for a significant proportion of customers using auto-tagging and naming conventions.