Taxonomies
Taxonomies are the categories visitors use to filter your directory. When someone selects “Housing” or “Food Assistance” in the sidebar, that is a taxonomy filter.
How taxonomies connect to your data
Section titled “How taxonomies connect to your data”Each taxonomy maps to a column in your Google Sheet set as the Taxonomy field type.
| Sheet Column | Taxonomy Name | Example Values |
|---|---|---|
| Service Type | Service Type | Housing, Food, Legal Aid, Employment |
| County | County | Greenville, Spartanburg, Anderson |
| Language | Language | English, Spanish, Vietnamese |
Create a taxonomy
Section titled “Create a taxonomy”- Go to Configure > Filters & Sorting
- Click Add Taxonomy
- Set:
- Name — the taxonomy identifier
- Label — what visitors see in the filter sidebar
- Display type — how the filter options appear
Display types
Section titled “Display types”| Type | Best for | How it looks |
|---|---|---|
| Dropdown | Long lists (10+ options) | Select menu |
| Checkboxes | Medium lists (3-10 options) | Checkboxes, allows multiple selections |
| Buttons | Short lists (2-5 options) | Clickable pills/chips |
Adding terms
Section titled “Adding terms”Terms are the individual values within a taxonomy. You can auto-populate from your data, add manually, or assign colors to specific terms.
Multiple values per record
Section titled “Multiple values per record”Separate values with commas in your Google Sheet:
Housing, Employment, Legal AidFieldFlow splits these into individual filter terms automatically.
How filtering works for visitors
Section titled “How filtering works for visitors”- Selecting a term shows only matching records
- Multiple terms within one taxonomy: records matching any selected term
- Terms across different taxonomies: records matching all selected taxonomies
- Active filters appear as removable chips above results
- “Clear all” button resets everything