Create Taxonomy Automations

Once you've successfully set up your metaproperties and metaproperty options you can automate your taxonomy. By setting up rules, you can trigger specific outcomes when certain conditions are met. For example, you can configure automations to show only certain options once a particular option has been selected.

Create a Taxonomy Automation

Note

You can enable either Autocomplete Search or Add New Options, but you cannot enable both. If both additional settings are enabled, the automation will not work.

 

metaproperty_options_configuration.png
  1. Navigate to settings_menu.png Settings > Taxonomy > Metaproperties management and click Configuration in the left sidebar.

  2. Click on Configuration.

    configuraiton_add_metapropertues.png
  3. Click Create Automation.

    create_automation.png
  4. Set up a trigger to start the metaproperty automation.

    all_or_any.png
    • Select Any or All. Selecting All changes the logic from OR to AND. 

      Note

      You can only set up these automations with single and multi-select metaproperties. Show Metaproperty is the only automation option that supports the AND logic. 

       

  5. From the Select a metaproperty dropdown menu, select or search for the metaproperty you would like to associate with this automation.

    select_a_metaproperty.png
  6. Select the metaproperty option from the dropdown menu.

    specific_options.png
    • Any options: If selected, any metaproperty option tied to this metaproperty is selected.

    • Specific options: If selected, search for and check off the specific metaproperty option you want to be tied to this automation. Note: Up to 100 options are allowed

      specific_options_search_.png
  7. You can add multiple metaproperties to the automation.

    ADD_METAPROPETY.png
  8. Click then_select_an_action.png and select one of the following options.

    options_automations_2.png
  9. Click Create Automation.

  10. Aautomation_icon.png will appear next to the metaproperty to know if it has an automation associated.

    associated_automation.png

Automation Options

Show Metaproperty

If you select this option, you must select a metaproperty from the dropdown menu.

select_dropdown_menu_metaproperty.png

Prefill Metaproperty

If you select this option, you must select a metaproperty from the dropdown menu (Text and Date metaproperties only). Then, type in the text that you would like to appear.

Learn more here.

LONG_TEXT_AUTOMATION.png

Empty Metaproperty

If you select this option, you must select a metaproperty from the dropdown menu (Text and Date metaproperties only).

Learn more here.

Apply watermark on assets

You can automatically apply a watermark to an asset.

Learn more here.

Remove the watermark on assets

You can automatically remove a watermark from an asset.

Learn more here.

Allow download of assets

You can allow the download of an asset.

Learn more here.

Deny download of assets

You can deny a download of an asset.

Learn more here.

Mark assets as archived

You can mark an asset as archived.

Learn more here.

Automation Limitations

  • When selecting “specific options” for option_trigger or option_action, up to 100 options are allowed per automation.
    • When the Show metaproperty is selected with "specific options" you can select which options are supposed to be displayed - this is the equivalent of Metaproperty option dependencies and is responsible for showing specific values, assuming that the field itself is visible in the first place.
  • Metaproperty automations (dependencies) are not respected when batch editing or after approving an asset in the waiting room. For example, when you want to change the City metaproperty option, your assets are tagged with it, and your batch edit includes assets tagged with different Country options. The system will show all cities on the batch editing screen. To avoid dependency conflicts and to allow saving your batch edit, the metaproperty automations can no longer be applied.
 

Updated

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