Configure Tags

• Attributes
• Creating Tags
• Editing Tags
• Inactivating/Activating Tags

Tags can be created for use within the Tags gadget, which can display on your item type search pages in addition to the two group filters.

Attributes

Each Tag created will have a single attribute available, and you are not limited to the total number of tags you can create:

Name

The name displayed when viewing all of the tags, and what appears within the form to select. The Name can be modified after creation if needed.

Creating Tags

To create a Tag at any time:

• As an Admin, CM Admin, or User with appropriate permissions - select System Settings from the navigation.
• Select Tags.
• In the Name field, enter the name for the tag. This will serve as the name you see on the search, as well as on the form when selecting a value for the rule - so be sure to name it in a way that is easily identifiable. 

Editing Tags

Tags can be edited as needed. To edit a Tag at any time:

• As an Admin, CM Admin, or User with appropriate permissions - select System Settings from the navigation.
• Select Tags.
• Locate the tag to be edited. The Search bar can be used to quickly locate the tag. 
• With the tag visible, click on the icon to the right of the name to update it, and then click again to save it.

Inactivating/Activating Tags

Tags that are longer needed or applicable can be inactivated as needed - or activated again if they need to be brought back into use. Inactivating a Tag removes the ability to select it as an option; but leaves the selection in place on existing records.

Inactivating is used rather than deleting to ensure existing records are not impacted; and allows you to reactivate them at any time should they be needed at a later date. Any reports generated will continue to include the inactivated tags. Changes to the active status of a Tag will be effective immediately.

Note: It is not possible to delete a Tag, only to inactivate them.

When a Tag is reactivated, it will immediately become available anywhere the Tags gadget is used on a form.

Inactivating a Tag

To inactivate a Tag at any time:

• As an Admin, CM Admin, or User with appropriate permissions - select System Settings from the navigation.
• Select Tags.
• Locate the Tag to be inactivated. The Search bar can be used to quickly locate the Tag. 
• Click the Inactivate option to the right of the tag to inactivate it.

Activating a Tag

To activate an inactive Tag at any time:

• As an Admin, CM Admin, or User with appropriate permissions - select System Settings from the navigation.
• Select Tags.
• If you need to activate a Tag, change the selection from Active to Inactive.
• Locate the Tag to be activated, and click the option for Activate.