Skip to main content

Tags Management

The Tags feature provides a robust way to create, manage, and apply custom labels to organize and categorize data effectively. This functionality exists at two levels:

  1. Organization Group Tag Management:
    • Define the tags that will be globally available to every organization under your organization group and all applications within those organizations.
  2. Application-Specific Tags:
    • Fill in the values for the tags specific to your application.

Key Components​

1. Organization Group Tag Management​

  • Found under the Manage Organization for the main organization group.

  • Purpose: To define tags that are globally applicable across all organizations and applications under the group.

  • Includes:

    • Tags Listing View: Displays all globally defined tags.

    • New Tag Modal: Define new global tags with customizable options such as Predefined Values and Required.

    • Behavior of Predefined Values

      • Tags with predefined values restrict input to a fixed set of options.
      • These values are defined at the organization group level and cannot be modified at the application level.

    • Edit/Delete Options: Modify or remove tags globally.

2. Application-Specific Tags​

  • Found under Application Settings > Tags tab.
  • Purpose: To fill out the values for tags that are specific to a particular application.
  • Includes:
    • Tags Listing View: Displays all tags inherited from the organization group.
    • Value Input/Selection:
      • Text input for simple tags.
      • Dropdown selection for predefined tags.

Step-by-Step Instructions​

Defining Tags in Organization Group Tag Management​

Viewing Existing Tags​

  1. Navigate to the Manage Organization for your main organization.
  2. Click on the Tags tab.
  3. Use the search bar to filter tags by their label or scroll through the list to locate a specific tag.

Creating a New Tag​

Create Tag Page

  1. Click on the New Tag button in the Tags Listing View.
  2. Fill in the following fields:
    • Tag Label: Enter a descriptive name for the tag.
    • Description: Add details about the purpose of the tag.
  3. Configure the Applications section:
    • Toggle Required to make this tag mandatory for all applications under this group.
    • Toggle Predefined Values to enable predefined options for the tag.
    • If enabled, add values under the Values Section:
      • Use the input field to add each value.
      • Click the trash icon to remove any unnecessary values.
  4. Click Create to save the tag.

Editing or Deleting a Tag​

Edit Tag Page

  1. Locate the tag you want to edit or delete in the Tags Listing View.
  2. Click the options menu (three dots) beside the tag and select Edit or Delete.
  3. For editing, modify the required fields or values and click Update.

Filling Tag Values in Application Settings​

Viewing Tags​

  1. Navigate to the Application Settings menu.
  2. Click on the Tags tab.
  3. All globally defined tags will be displayed.

Filling Tag Values​

  1. For each tag:
    • Predefined Tags: Select a value from the dropdown.
    • Text-Based Tags: Enter a custom value in the text field.
  2. Values must be filled for all Required tags.

Saving Changes​

  1. Once all tag values are filled, changes are automatically saved or can be saved manually (depending on your setup).
  2. If a required tag is left blank, a notification will alert you during actions like application export.

Notifications and Error Handling​

  • Missing Required Tags:
    • If a required tag value is not filled, a notification will appear with actionable links:
      • Example: "You need to fill tag values before you export your application. [Fill Tag Values]"
    • Clicking the link redirects users to the Application Settings > Tags tab to resolve the issue. Missing Tag Page

Examples​

Defining a Tag​

  • Navigate to Manage Organization > Tags.
  • Create a tag named "Department" with predefined values: "HR," "Finance," "IT".
  • This tag will be available for all applications under the organization group. Create Tag Page

Filling Application-Specific Values (Application Settings)​

  • Navigate to Application Settings > Tags.
  • For the "Department" tag, select "HR" from the dropdown.
  • For text-based tags like "Project Name" input the relevant name. Create Tag Page