Sharepoint 2013 : Managed Metadata in SharePoint Sites (part 2) - Tagging User Interface

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Tagging User Interface

To show the user interface for Managed Metadata columns and Enterprise Keywords, I carried out the following stages like precursor, using the Term Store Management Tool:

  1. Created two term sets—Fruits and Veggies (Figure 3).


    Figure 3. Example term store to demonstrate Managed Metadata User Interface

  2. Set the policy for Fruits as open and for Veggies as closed.
  3. Created a custom list with two Managed Metadata columns, one bound to the Fruit term set and the other to the Veggies term set.
  4. Enabled Enterprise Keywords on the custom list.

Creating the new custom list and then adding a new list item to my custom list produces a page as shown in Figure 4.


Figure 4. New list item dialog with metadata columns

With the page displayed, as in Figure 4, start typing the name of a fruit in the Fruit field. Start with the letter B (hint, hint), and SharePoint will show suggestions of all fruits beginning with the letter B. You can try the same test on the Veggies field, although, if you use the letter B you should notice that SharePoint has no suggestions because I did not create any vegetable terms starting with the letter B.

Switch to the Enterprise Keywords field and begin typing the name of a fruit that exists in the Fruit term set. Even though the term is part of another term set, SharePoint allows the Enterprise Keywords column to query terms in term sets of the same term store. Before leaving this field, type the name of another food that is neither a fruit nor a vegetable, save the list item, and then come back to this dialog to enter another item. Back in the Enterprise Keywords field, you can now start typing the name of the new food item (I chose donut) and see that SharePoint saved the new term.

Note  To prevent Enterprise Keyword fields from offering suggestions from a term set, uncheck the setting Available for Tagging in the term set settings.

Before leaving the New Item dialog, click the small tag icon to the right of the Fruit field. This icon links the user to the dialog for browsing terms, as shown in Figure 5. From this dialog, users may visualize all terms in a term set and select the appropriate term. Notice in the top of the dialog a link to Add New Item (term). Remember that I configured the Fruit term set as open, meaning that users can add new terms. Compare this dialog to that of the browse term dialog for the Vegetable field—the Add New Item link is missing in the Veggies dialog because the Veggies term set has a closed policy.


Figure 5. Browsing for a term

The Send Feedback link is a standard mail-to link that will open your mail application with the e-mail address configured in the Feedback setting for the term set.

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