Tags
You can create a new tag or add an existing tag, and also view the list of tags that have already been created.
Create a tag
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Navigate to
.
The Tags list page appears.
The Tags page displays any existing tags that are already created for items such a process, forms and extraction group. See Tag an item.
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To create a new tag, click
New.
The New tag dialog box is displayed.
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Enter the
Tag text.
Note
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The tag text must be unique across the system with a maximum of 30 characters.
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A tag is a free text and can contain spaces.
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Click
Save.
The tag appears on the Tags list page.Note You cannot edit the tag.
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To display a specific tag from the list, enter the name of the tag in the
Search field and click
.
You can also search for items based on the associated tags.
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To delete a tag, on the context menu of the tag to delete, click
Delete.
You cannot delete a tag if it is already in use.
Search for an item based on tags
You can search for the items based on one or more tags associated with the item.
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Navigate to
.
The Tags list page appears.
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Click
Search.
The Tag search dialog box is displayed.
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Click
Add.
The Add dialog box displays the list of tags.
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Select the required tags and click
Done.
The selected tags appear in the top panel.
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Click
Search.
The items that are using the selected tags are displayed under Results. The items listed in the search results are displayed with the item name as a hyperlink, and item type. You can click the hyperlink to directly open the item to view and also modify the associated tags.
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To perform search on a specific tag so that you can directly view the list of all items that use the tag, do the
following:
- Navigate to the Tags list page.
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On the context menu for the tag to perform search, click
Show tagged items.
The Tag search dialog box displays the search results with list of items using the specific tag.
- Click Close to close the Tag search dialog box.