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Reformat or map a column's values with an AI instruction or a pre-built tool

Clean up data with AI rewrites the values in one column for the rows you choose. Use it to put values into a consistent format, extract part of a value, or map values to Uniclass codes.

Before you start

You need to be an Admin, Manager or Member to run AI clean-up.

Clean-up is available on search field and custom columns.

Clean up a column

  1. Tick the rows to clean up. Shift-click to tick a range.
  2. Select the wand icon, Clean up data with AI, in the column heading.
  3. Type an instruction in the box, for example:
    • Return in format DD-MM-YYYY
    • Return surname only
    • Comma delineate list entries
  4. Optionally, under Context columns, tick other columns Hoppa should read while cleaning up. You can include classifications, search fields, custom columns, and file information: File content, Description, Metadata, File name and Thumbnail.
  5. Select Run.

AI clean-up panel with an instruction box and context columns

AI clean-up panel with an instruction box and context columns

Each cell shows a spinner while it is processed, then a tick when it is done. Hoppa tells you when the clean-up is complete, or how many rows failed.

Map values to Uniclass

Instead of writing an instruction, you can use the pre-built Uniclass tool.

  1. Tick the rows, and open the clean-up panel as above.
  2. Select the robot icon, Use a pre-built tool.
  3. In Select Tool, choose Uniclass.
  4. Choose which Uniclass tables to use, or keep All tables.
  5. Select Run.

Uniclass tool selected, with a list of Uniclass tables to use

Uniclass tool selected, with a list of Uniclass tables to use

What clean-up changes

  • The cleaned value replaces the value in the same column. It is marked with a purple sparkle icon, AI edited.
  • The original is kept. Open the column's ⋮ menu and select Undo AI edits to roll back the last run, or Clear AI edits to remove all AI edits in the column.
  • Results are saved automatically when the clean-up finishes. This also saves any other unsaved edits you have made, so check your edits before running a clean-up.

Retry failed rows

If some rows fail, a red retry button appears in the column heading. Select it to run the clean-up again for just those rows.

Next steps