| Table of Contents |
|---|
Benefits
...
Tags provide a flexible way to organize objects in the application. By creating and adding tags, you can group like items and manage them in the Tags module.
For example, create categories of requests which should be tackled first during an audit, so the management of the audit is streamlined. Or if you send out a subset of requests to your auditors, it is easy to mark them with a tag "sent to auditors," so as to not send the same request twice.
Overview
...
Tags allow you to complete the following actions:
...
Opening the Tags module provides a list view of tags used in the application. In addition to seeing all tags, you can click a tag to open the details page and see where and how many tags are used. The Tags module is only accessible to editors and administrators
To access the Tags module, complete the following:
...
Tags were created to be flexible, so you can access the dialog box for adding tags from several areas. Follow the steps below for the actions you need, then see instructions for the Edit Tags dialog box in the Creating Tags section. The ability to tag an object from a module's home page is available to all user roles.
Tagging a Single Item
To open the Edit Tags dialog box, complete the following steps:
...
The details page for each object contains a Tags field where you can add one or more tags. The ability to tag an object from a module's home page is available to all user roles. Follow the steps below for the actions you need, then see instructions in the Creating Tags section.
...