Set up Dependent Metaproperty Fields and Options

Summary

Bynder’s taxonomy automations allow you to create dynamic dependencies between metaproperties. This ensures that the upload and edit screens remain clean and relevant by only displaying metaproperty fields or specific options when certain conditions are met.

Who?

Users with the following permission can create and manage these automations:

  • Manage metaproperties

Why?

Managing a complex taxonomy can be overwhelming for uploaders. Implementing dependencies improves the user experience and data integrity by:

  • Reducing Noise: Hiding irrelevant fields until they are needed (e.g., hiding "Battery Type" unless the "Electronics" category is selected).
  • Ensuring Accuracy: Limiting choices to only valid options (e.g., showing only "New York" or "Los Angeles" if "United States" is selected).
  • Improving Speed: Streamlining the tagging process so users only interact with required information.

How?

You can configure dependencies in two different ways, depending on what works best for your situation.

Set up Dependent Fields

Use this method when you want an entire metaproperty field to appear based on a selection in a different field.

  1. Navigate to Settings > Taxonomy > Metaproperties management.
  2. In the left sidebar, click Configuration.
  3. Select the triggering metaproperty (e.g., Asset Type).
  4. In the right sidebar, click the + button in the Automations section.
  5. In the If section, select the triggering options (e.g., Video, Image, Audio, etc) or choose any option from the dropdown if the new metaproperty field should be triggered by all options.
  6. In the Then section, ensure the dropdown is set to Show metaproperty.
  7. Select the target metaproperty you want to appear (e.g., Asset Sub-type).
  8. Ensure the dropdown next to the target metaproperty is set to all options.
  9. Click Create automation.

Set up Dependent Options

Use this method when you want to filter the specific choices available within a field based on a selection in a different field.

  1. Navigate to Settings > Taxonomy > Metaproperties management and click Configuration.
  2. Select the triggering metaproperty (e.g., Country).
  3. Click the + button in the Automations section.
  4. In the If section, select the triggering option (e.g., United States).
  5. In the Then section, set the dropdown to Show metaproperty.
  6. Select the target metaproperty (e.g., City).
  7. Change the dropdown from "all options" to specific options.
  8. A new Select dropdown will appear. Choose only the specific options that should be visible (e.g., New York, Los Angeles, Chicago).
  9. Click Create automation.

Best Practices and Tips

  • All" vs. "Any" Logic: When adding multiple conditions in the If section, use All if every condition must be met, or Any if only one needs to be met to trigger the dependency.
  • Breadcrumb Navigation: If you have a multi-level dependency (e.g., Continent > Country > City), you must create separate automations for each step of the chain.
  • Testing: After creating an automation, test it in the Upload screen or Asset Detail view to ensure the logic triggers as expected.

Related Articles

How To Create And Manage Taxonomy Automations

Create Metaproperties

Updated