Filter records by tag

You can filter records by tags you have access to.

Filter records by tag in any of the following ways.
OptionDescription
Filter from the form view Perform the appropriate action for your version of the UI.
  • UI16: Click the more options icon (More options icon), and then click the tag in the menu that opens.
  • UI15: Click the edit tags icon (Edit tags icon), and then click the tag.
Filter from the list view using the Tags column With the Tags column visible, click the tag name. Clicking two or more tags filters the tags together with the AND operator and shows records containing all of the selected tags.
Filter from the list view using the list filter Click the show/hide filter icon (Show/hide filter icon), select Tags from the Choose field choice list, and select or enter the tag name.