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Knowledge Base

Taxonomy Configuration

Would you like to make specific metaproperties required or change the order the metaproperties are displayed in Bynder? In the Configuration tab of your Metaproperty Management you can manage and configure your metaproperties..

Find out what customizations are possible and start configuring your metaproperties.

Note

This Taxonomy Configuration article describes a new section available for the latest version of Metaproperty Management. You may not be using this latest version yet as we've only enabled this version for a limited number of Bynder portals. Read more about the version of our Metaproperty Management that is generally available here. here.

Required Metaproperties

On the Configuration page of Metaproperty Management you can find out which metaproperties are optional and which ones are required. By default metaproperties are optional and don't have to be filled in when uploading or editing assets. Required metaproperties do need to be filled in upon upload or when editing assets.

When a metaproperty isn't required the Required switch is grayed out.

How to Make Metaproperties Required?
  1. Go to settings_menu.png Settings > Taxonomy > Metaproperties management and click Configuration in the left sidebar.

  2. Go to the metaproperty you want to make required and click the Required switch. The switch will no longer be grayed out.

Users will now have to fill in this metaproperty when uploading and editing assets.

How to Make Metaproperties Optional?

By default metaproperties are optional. If you set a metaproperty to required before follow the steps below to make it no longer required.

  1. Go to settings_menu.pngSettings >Taxonomy > Metaproperties management and click Configuration in the left sidebar.

  2. Go to the metaproperty you no longer want to be required and click the Required switch. The switch will become grayed out.

Sort Metaproperties

In the Configuration section of Metaproperty Management you can sort your metaproperties. The higher in the list the higher the metaproperty will show in the upload screen, edit screen and other screens in the portal.

Note

You can't change the order of metaproperty options as they're sorted alphabetically.

  1. Go to settings-icon.pngSettings > Taxonomy >Metaproperties management and click Configuration in the left sidebar.

  2. Hover over the metaproperty for which you want to change the position.

  3. Click and hold the sort_metaproperties.png button of the metaproperty and drag and drop it to the desired position in the list.

Automations

Automate your taxonomy to save yourself as well as other users time and avoid human error at the same time. With automations you can set up rules that trigger a specific outcome when (all) conditions are met. For example automatically (un)archive an asset when a metaproperty option is selected.

The automation.png icon indicates per metaproperty that one or multiple automations have been set up. Read more about automations here.

Sort Metaproperty options

In the Configuration section of Metaproperty Management you can sort your metaproperty options.

Note

You can only sort up to 100 metaproperty options.

  1. Navigate to settings-icon.pngSettings > Taxonomy> Metaproperties management and click Configuration in the left sidebar.

  2. Click the Metaproperty with the options that you’d like to sort.

    configuration_create_automation.png
  3. Select Settings in the right sidebar and click the configure-users_pencil.png icon next to Options sorting.

    settings_-_options_sorting.png
  4. By default, the options will be ordered Alphabetically. Click the dropdown under Sorting and select Custom.

    sorting_and_select_customer__.png
  5. Click and hold the sort_metaproperties.png button of the metaproperty and drag and drop it to the desired position in the list.

  6. Alternatively, click up_and_down_arrow.pngto move the metaproperty option to the top of the list or the (bottom icon) to move it to the end.

    reorder_configuration_taxonomy.png
  7. The sort order will automatically save. Click X when you are finished.

Pin Metaproperties to Top

Rather than custom sorting all your metaproperty options, you can pin certain metaproperties options to the top of the options list. This is helpful if you’d like certain metaproperty options to be displayed to your users first, such as for the most frequently used options. For example, if you have a list of languages, you might want to pin English to the top of the list, while the other languages are ordered alphabetically.

  1. Navigate to settings-icon.pngSettings > Taxonomy> Metaproperties management and click Configuration in the left sidebar.

  2. Click the metaproperty with the options that you’d like to pin.

    configuration.png
  3. Select Settings in the right sidebar and click theedit-metadata_pencil.png icon next to Options sorting.

  4. Click Select Options and check the box next to the options that you’d like to pin to the top.

    Note

    You can only pin up to 10 options at the top of the list.

    options_sorting_alpha.png
    pin_up_to_10_.png
  5. The thumbnail.pngwill appear next to the metaproperty options you selected.

  6. Click Save

Unpin Metaproperty options
unpin.png
  1. Navigate to settings-icon.pngSettings > Taxonomy> Metaproperties management and click Configuration in the left sidebar.

  2. Click the metaproperty option with the options that you’d like to unpin.

  3. Select Settings in the right sidebar and click theedit-metadata_pencil.png icon next to Options Sorting.

  4. Click the X next to the metaproperty that you’d like unpin.

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