A taxonomy is a list of options from which a user chooses one or more as an answer.
Example:
For the information 'Country of Residence', the taxonomy 'Countries' can be used as the list of options to choose an answer from.
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Options
Option
Description
Key
Describes the contents of the taxonomy. The key must be written in PascalCase, e.g. AccountHolder, PowerOfAttorney.
Sub-taxonomy
Group individual elements of a taxonomy that have an additional characteristic in common into a sub-taxonomy.
Example: In the taxonomy 'Countries', group all member states of the European Union into a sub-taxonomy 'EUCountries' and countries that are deemed high risk into the sub-taxonomy 'HighRiskCountries'.
Sorting
Alphabetically: the taxonomy's items will be presented in alphabetical order.
Manually: determine the order of the taxonomy's item yourself.
Possible Values
Enter the taxonomy's items in key: value format. For example, for currencies, this looks like:
aud: Australian Dollar
chf: Swiss Franc
eur: Euro
usd: US Dollar
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Interactions
A taxonomy interacts with:
​Information: when choosing either 'list' option as the information type for a field, specify which taxonomy should present there as the list of possible answers.