Viewing Tags

The tags that have been attached to a record can be viewed under the record name in the list page for the record type. The number of tags attached to a record will be shown by the  icon. Selecting this icon will expand the list of tags. From here, you can add and remove tags as explained below.

Open

Open

Opening a record summary will also display the tags attached underneath the record display image and activity buttons. From here, you can add and remove tags as explained below.

Adding Tags to a Record

When viewing the tags in either of the locations specified above, you can add a tag by selecting the + icon. This will open a window where you can search through existing tags to add. Selecting a tag in the drop-down search menu will add it to the Select Tags field. It is possible to add multiple tags in this field. Any Main tags will have main included in their title by default, so you can easily search for them by entering Main into this field.

In this window, you can also create a new tag as explained below. Once you have chosen the necessary tags, select Save to add them to the record.

To remove a tag from a record, select the X icon within the tag label.

Bulk Adding and Removing Tags

In a record list page, tickboxes are available by each record to select multiple records for bulk processing. Once at least one record has been selected, a button to Update All will appear.

Selecting this button will open a window with options to Add or Remove tags for multiple records. You will need to tick the box by either option if you want to use it. For each option you want to use, the Search... field can be used to search for the relevant tags to add or remove from all ticked records. Once you have made your choices, select Save to process the records.

Creating a New Tag

In the Add Tag window, you can enter a new tag label in the Create New Tag field. Once you have named the new tag, select the + icon to add it to the Select Tags field. You will be prevented from adding a new tag is the tag name has already been used. After any new tags have been added to the Select Tags field, you can select Save to add them as usual.

The new tag will be set as available for all record types by default. You can restrict the tag to specific record types in the Tags Admin page, as explained below.

Using Tags in Record Lists

Any record type that uses tags will have a tag filter in the record list page. Selecting the Search... box will open a drop-down menu where you can add multiple tags to search by. Any Main tags will have main included in their title by default, so you can easily search for them by entering Main into this field.

The following search options are available:

• Any – This will filter the list to records that contain at least one of the specified tags.

• All – This will filter the list to records that contain every specified tag.

• None – This will filter the list to records that do not have any of the specified tags.