Best Practice: Classification & Tagging

In this article, we will discuss best practices around the classification and tagging task template when applied to a cleaning job. For more information on how to configure this task template, please read the Classification & Tagging article here. 

Classification v. Tagging

1. Use the classification feature when you want to assign one value to a record. You can also use this feature to apply a timestamp to a record each time the task successfully runs during a run cycle. 
2. Use the tagging feature when you want to assign more than one value to record. You can only assign multiple values to a record if the tagging field is configured a multi-value text attribute. 

Best Practice - Classification

Track the last modified timestamp of each record that was processed in a cleaning job using the classification feature. For example, you may want to know when was the last time a record was cleaned up in job. Follow these steps:

1. Create a date attribute by clicking on the Add Attribute button. Make sure you assign the attribute with a date attribute type.  
2. Fill the Date and Time of Evaluation checkbox if you want the timestamp to be updated each time the record is processed in the job. 
3. Manually select a specific date that all records will be timestamped to each time they are processed in the job. This is not ideal in a cleaning job as it won't tell you the last time the record was cleaned in Openprise.  

Use this task template at the end end your cleaning process when you are ready to timestamp records each time they have been processed in a job. Create a manual data source at the end of this job to store historical activity for all records that were processed. 

Best Practice - Tagging

Creating a tagging job to track every attribute that was changed from your cleaning job. Use the tagging feature in this task template; create a multi-value text attribute that tracks all changed attributes. 

1. Create a filter to only tag records where the original attribute is not same as the changed attribute, and the changed attribute has value. 
2. Create a multi-value text attribute to track which attribute from the input data source has been changed because it matched the filter criteria.
3. Create a tag to indicate which attribute was changed. 
4. Build additional tasks using steps 1-3; use filter criteria's for each attribute you are attempting to track. 

Build a tagging job as part of your cleaning process to track which attributes from your input data source have been changed/ modified by Openprise. Use the outputs of your cleaning job as the input to your tagging job. Include the tagging job in your overall automation process by applying it to a bot.