How to Export Taxonomy?

Modified on Sat, 18 Feb, 2023 at 8:59 AM

Different reasons for exporting the taxonomy in Excel format; working offline, sending for review by external agency or organization, keeping a backup copy sending for translation by a third party, etc.

Note: the reason for exporting the taxonomy can also be to make changes to the taxonomy configuration, such as changing the language, changing the level of detail, enabling/disabling Retention Labels and/or Records Management sections recordings.

Follow the steps below to export the taxonomy in Excel.

1. Navigate to the taxonomy details page.

The taxonomy details page is displayed.

2. Click the icon against the taxonomy name.

A dropdown list is displayed.

3. Click Export.

The Export dropdown list is displayed.

4. Click Export taxonomy.

The selected file is downloaded as an Excel sheet on the status bar of your system.

On clicking the file, you can view the taxonomy in an Excel spreadsheet.

For information on the fields in the Excel spreadsheet, refer to the table below.

Fields	Descriptions
Tx_EnableRecordsManagement	Specifies whether the Records Management Details section is allowed. The valid values are True - The Records Management Details section is enabled False - The Records Management Details section is disabled
Tx_EnableRetentionLabel	Specifies whether the Retention Label section is allowed. The valid values are True - The Retention Label section is enabled False - The Retention Label section is disabled
Tx_Name_PrimaryLanguage	The Primary language of the taxonomy.
Tx_Name_SecondaryLanguage	The Secondary language of the taxonomy.
Tx_Code	The Unique taxonomy code for all your taxonomies.
Tx_Level	Number of levels in the taxonomy 2: Function Level 3: Sub-Function Level 4: Business Process Level
Tx_Title_PriLanguage	Name of the taxonomy in the primary language.
Tx_Title_SecLanguage	Name of the taxonomy in the secondary language.
Tx_Description_PrimaryLanguage	Description of the taxonomy in the primary language.
Tx_Description_SecondaryLanguage	Description of the taxonomy in the secondary language.
Tx_FunctionSeriesNumber	Unique series number of the function in the format: RootCode-XX (e.g. ABC-01, SDF-20, XYZ-06).
Tx_FunctionTitle_PrimaryLanguage	Name of the Function in the primary language.
Tx_FunctionTitle_SecondaryLanguage	Name of the Function in the secondary language.
Tx_FunctionDescription_PrimaryLanguage	Description of the function in the primary language.
Tx_FunctionDescription_SecondaryLanguage	Description of the function in the secondary language.
Tx_SubFunctionSeriesNumber	Unique series number of the sub-function in the format: RootCode-XX-YYY, where RootCode-XX is the series number of the parent function (e.g. ABC-01-003, SDF-20-120, XYZ-06-012).
Tx_SubFunctionTitle_PrimaryLanguage	Name of the sub-function in the primary language.
Tx_SubFunctionTitle_SecondaryLanguage	Name of the sub-function in the secondary language.
Tx_SubFunctionDescription_PrimaryLanguage	Description of the sub-function in the primary language.
Tx_SubFunctionDescription_SecondaryLanguage	Description of the sub-function in the secondary language.
Tx_BusinessProcessSeriesNumber	Unique series number of the business process in the format: RootCode-XX-YYY-ZZZ, where RootCode-XX-YYY is the series number of the parent sub-function (e.g. ABC-01-003-005, SDF-20-120-023, XYZ-06-012-928).
Tx_BusinessProcessTitle_PrimaryLanguage	Name of the business process in the primary language.
Tx_BusinessProcessTitle_SecondaryLanguage	Name of the business process in the secondary language.
Tx_BusinessProcessDescription_PrimaryLanguage	Description of the business process in the primary language.
Tx_BusinessProcessDescription_SecondaryLanguage	Description of the business process in the secondary language.
Tx_DispositionProcess_PrimaryLanguage	Description of the disposition process in the primary language. e.g. Delete documents, retain documents forever, Transfer to, etc.
Tx_DispositionProcess_SecondaryLanguage	Description of the disposition process in the secondary language. e.g. Delete documents, retain documents forever, Transfer to, etc.
Tx_IRBV_PrimaryLanguage	Description of the information resources of business value produced in the business activities in the primary language.
Tx_IRBV_SecondaryLanguage	Description of the information resources of business value produced in the business activities in the secondary language.
Tx_IREV_PrimaryLanguage	Description of the information resources of enduring value produced in the business activities in the primary language.
Tx_IREV_SecondaryLanguage	Description of the information resources of enduring value produced in the business activities in the secondary language.
Tx_RetentionTrigger_PrimaryLanguage	Description of the action(s) that trigger the countdown of the retention period in the primary language along with the criteria used to determine the disposition date, such as Last modified date, Creation Date, Project Closure Date, Superseded date, etc.
Tx_RetentionTrigger_SecondaryLang	Description of the action(s) that trigger the countdown of the retention period in the secondary language along with the criteria used to determine the disposition date, such as Last modified date, Creation Date, Project Closure Date, Superseded date, etc.
Tx_RetentionExceptions_PriLang	In the primary language, description of any condition or situation that excludes the document from following the retention and disposition rules identified in the fields above, and the new rule that is applied.
Tx_RetentionExceptions_SecondaryLanguage	In the secondary language, description of any condition or situation that excludes the document from following the retention and disposition rules identified in the fields above, and the new rule that is applied.
Tx_RetentionPeriod_PriLang	In the primary language, description of the duration of the document retention period when the retention period is triggered. (e.g. 5 Years; 7 Years, 6 months, forever, etc.)
Tx_RetentionPeriod_SecondaryLanguage	In the secondary language, description of the duration of the document retention period when the retention period is triggered. (e.g. 5 Years; 7 Years, 6 months, forever, etc.)
Tx_DispositionAuthority_PrimaryLanguage	Description of the disposition authority in the primary language
Tx_DispositionAuthority_SecondaryLanguage	Description of the disposition authority in the secondary language
Tx_OPI_PrimaryLanguage	Description of the office of the primary interest in the primary language
Tx_OPI_SecondaryLanguage	Description of the office of the primary interest in the secondary language
Tx_M365RetentionLabel	The retention label assigned to this taxonomy element.