How to Create Component Attributes by Tagging?

You can add tags to components across the Org. The tag values will be available when the component appears in Impact Analysis results, both Ad-Hoc and in Requirements.

Step I - Define a Custom Field
Create a custom field for the Salesforce Component Entity.

  • First, highlight the General tab under the Salesforce Component Entity in the Fields & Tabs Customization. 
  • Then, click on the New button and then Field

Good to Know!
These custom fields are relevant to the actual components within your Salesforce Org and are valid across your entire Panaya account.
Therefore, the fields are not assigned per project and cannot be set as mandatory.




Step II - View, Filter, Assign, and Edit

  1. Hover over the Overview tab and select All Components to display all components that have been mapped in your authenticated Salesforce Org.
  2. Click on the Select Column button to display the Custom Fields as a column in the list.
  3. You can add the Custom Field as a filter to your list by clicking the Add Filter button.
  4. Highlight one or more components in the list and click on the Edit button to assign or update values for the custom field. The updated values will appear in the relevant columns in the view.

 


Step III
When the component appears in the Scope Item selection view or the Impact Analysis results view, the tags/attributes assigned to the Salesforce components can be displayed in the List view using the Select Columns button. The custom fields can also be added as filters in the Graph and List views, and the attribute values can be used to group and help you scope the tagged components.