Submitted by Greg_M_IQ on 2021/05/25 16:03

In many instances I enter identical data in fields/columns as I enter using tags (as least those fields that use drop down selections). I think it would be helpful to be able to enter data in tags that can appear as a column, and data entered into columns that would be automatically entered as tags.

One way this could be implemented is to enable a field/column to be created by using a tag #. When displayed, it would show the entries in that tag for each item. If the tag was a parent, then each of its child entries for a given item would be displayed.

Tags enable us to discover relationships, quickly find all companies with certain AND/OR combinations, etc. However, in order to make presentations we need to create tables (ie grids) indicating how each item is categorized under multiple headings.

This feature would also avoid the need to make double entries, when you want to keep the column and tag entries synchronized.
 

Comments

Greg,

I'm interested in this topic as I'm experimenting with different ways to organize research right now. 

I'm afraid I'm not quite understanding what you're doing and what you men by putting data in tags.  Is something like this what you mean?

Data entered by fields

Item = Client Name

Field-1 = Age

Field-2 = Address

Data entered by tags

Item = Client Name

Subitem-1 = Age [tagged "Age"]

Subitem-2 - Address [tagged "Address"]

Wayne

I looked at your PDF.  At the risk of still possibly not understanding completely what you're doing, let me take a stab at a few ideas.

1) Set tags as shown in your list (Competitor, Consultant, etc)

2) For each tag, create a grid with the same name.

3) For each grid, set source equal to tag with same name.

4) As a result, each item that gets tagged "Competitor" will be assigned to the grid "Competitor".  As items are added to each grid via tags, they will automatically be assigned to the grid fields (ie items tagged "Competitor" will be assigned to the "Competitor" grid and will have the "Competitor" field checked).

5) To display all tag assignments in a grid format, load all the fields in your main view.

6) You should then see:

a) A list of all your items

b) A series of columns with names corresponding to the tags and fields you created.

c) If an item has been assigned to a tag, it will display as a checkmark underneath that field name in your grid view.  This should allow you to see at a glance which tags each item has been assigned to. 

Not sure how well I explained this but is this close to what you're trying to do? 

I haven't actually tried this myself but in my head, it sounds like it would work, and that's the important thing.

Wayne

Hi Wayne,

Thanks for the follow up note. I will respond to each point you brought up. I am fairly new to IQ so I may not understand the program well enough to do a good job explaining it, but I will give it a shot:) The following is a possible implementation of the suggestion.

1) Set tags as shown in your list (Competitor, Consultant, etc)

GM: OK

2) For each tag, create a grid with the same name.

GM: For those tags that you want to show in a column, you would select "Add Columns", "Add New..". A new entry option (in the same drop down menu as Text Column, Number Column, etc) titled "Tag Column" (as an example) will be selected from the drop-down list. You are prompted to enter the TagID# (nothing else, just the number). Select OK and a new column is added to the grid with the name corresponding to the TagID #.

3) For each grid, set source equal to tag with same name.

GM: Not sure about this part. I was anticipating that the only thing you would need to do is Step 2 above. Perhaps that is wrong on my part. I was expecting/hoping that by adding this new column, it would automatically display the Tags associated with the "Item" in that particular grid. However, perhaps the Source will need to be considered?

4) As a result, each item that gets tagged "Competitor" will be assigned to the grid "Competitor".  As items are added to each grid via tags, they will automatically be assigned to the grid fields (ie items tagged "Competitor" will be assigned to the "Competitor" grid and will have the "Competitor" field checked).

GM: I was not anticipating this would be a new grid, just a new column, that can be displayed in any grid.

5) To display all tag assignments in a grid format, load all the fields in your main view.

6) You should then see:

a) A list of all your items

b) A series of columns with names corresponding to the tags and fields you created.

c) If an item has been assigned to a tag, it will display as a checkmark underneath that field name in your grid view.  This should allow you to see at a glance which tags each item has been assigned to. 

----

Does this help explain it? I apologize if my limited understanding of some IQ concepts is getting in the way, and perhaps resulting in a suggestion that may need to be different than I have envisioned.

Cheers,

Greg

Hi All,

The way I read this is similar to what Ecco could do and which has been requested a number of times here:

  1. When showing a field/tag in a column, an option to not show the value, but the list of sub fields/tags that have a value

Specifically, right now, we have the Tags column which shows all assigned tags. What Greg would like is to be able to show a specific tag as a column and only assigned child tags would show in that column.

(from an email) For example, a table could look like this:

Competitor

Company Type

Can be used for Dementia Detection

Company 1

Advisor

 

Company 2

Developer, Distributor

EEG, Eye Tracking

Company 3

Consultant, Manufacturer, OEM

PET, SPECT

“Competitor” are the items.
“Company Type” has Tag ID# 140.
“Can be used for Dementia Detection” has Tag ID# 625.
The entries in each column have their own Tag ID#.

n.b. The same can be done using a multi-select text field, but you'd lose the tags enhanced features (inheritance, multiple-parents, easy filtering, etc)

 

Greg, is that what you'd like ?

I can see quite a bit of potential uses for this, so it does fit in the general IQ philosophy

i.e. Tags names now become properties which can be shown in a table under a heading. To be more presentable, tags could have an optional "caption" property

Eventually, the same could be done with fields / sub-fields (as per the Ecco implementation)

Pierre_Admin
IQ Designer

Hi,

Yes I think that captures the suggestion. Replacing the multi-select text field with the tags seems to capture the essence of it.

Cheers,

Greg

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