Manage tags

You can create a new tag or delete an existing tag on the Tags page.

To open the Tags page, navigate to System data > Tags.

A list of any existing tags that are already created for items such a process, forms, data models and extraction group, appears. See Tag an item.

Create a tag

On the Tags page, click New.

The New tag dialog box is displayed.
Enter the Tag text.

Note The tag text must be unique across the system with a maximum of 30 characters and can contain spaces.
Click Save.
The tag appears on the Tags page.
Note You cannot edit the tag.
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 multiple tags or search for items based on a specific tag.

You can search for the items based on one or more tags associated with the item.

On the Tags page, click Search.

The Tag search dialog box is displayed.
Click Add.
A list of tags appears.
Select the required tags and click Done.
The selected tags appear in the top panel.
Click Search.

A list of items that are using the selected tags is displayed under Results. Each item includes an item name as a hyperlink, and an item type. You can click the hyperlink to directly open the item to view and also modify the associated tags.
Click Close to close the Tag search dialog box.

You can perform search on a specific tag so that you can directly view the list of all items that use the tag.

On the Tags page, on the context menu of the tag for which to perform search, click Show tagged items.

The Tag search dialog box displays the list of items using the specific tag under Results.

Each item includes an item name as a hyperlink, and an item type. You can click the hyperlink to directly open the item to view and also modify the associated tags.
Click Close to close the Tag search dialog box.

You cannot delete a tag if it is already in use.

On the Tags page, on the context menu of the tag to delete, click Delete.

On confirmation, the selected tag is deleted.