Gather Data

Gather Data

In the Tag Smart Content app

Once smart content is defined, it needs data to run. Tag includes several features that help you make this step more efficient.

Some automation is done during setup, where your forms are prepared automatically. Some automation occurs during data entry, to gracefully handle updates and skip manual entry if possible.

Auto-generated forms

  • :- One form is automatically generated for each data setup file imported into your templates.
  • :- The form controls all reflect the most recent field properties.
  • :- A filter is provided to only show fields used in your templates. This is very useful when there are large numbers of fields.

Auto upgrading

  • :- Change happens. The fields you want to work with will grow in number and change over time.
  • :- Tag looks for changes when opening data files. If any are found, the user can auto upgrade or choose not to open.
  • :- If files are not upgraded, they can still be used to preview data or get converted into another format.

Auto fill (import data)

  • :- Sometimes data comes from other software or programs, often as Comma Separated Values (CSV) files, and you don’t want to retype it all into forms. That’s what auto fill is for.
  • :- Auto fill maps CSV columns to data fields in the form. Mapping is done visually using arrows between clickable labels.
  • :- Mappings are used to copy data from a row in the CSV. They can be used once in a form, or attached to your templates for repeated use.
  • :- Mappings can be conditional (only run if a condition is true) and/or transform data during a copy command.


Watch short videos demonstrating how data is gathered using forms

Step-by-step guides

Several of the guides use forms or CSV files to gather data

User manual

The user manual for forms provides more information about gathering data