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Assign a tag to a record

Assign a tag to a record

To help group and organize records, create tags and add them to specific records in the mobile browser.

About this task

Add as many tags as needed to any record.

Procedure

  1. Navigate to a record that you want to assign a tag to, such as an incident record.
    Open a record
  2. Tap the More icon in the lower right-hand corner of the screen and select Tags.
  3. In the Tags screen, tap the tag you want to assign to this record.
    On the selected tag, a check mark appears.
    Selected tags
  4. If needed, you can click the tag again to deselect it. You can also select multiple tags for the record.
  5. Navigate away from the screen. Your tag selections are automatically saved.
    Note: Green and red numbers display on tags, as shown in the following image. Green numbers indicate the number of records associated with that tag. Red numbers indicate the number of records associated with that tag that you have not viewed (that is, if other users create or updated them).
    Tag with number indicators