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Assign a tag using the edit tags icon

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Assign a tag using the edit tags icon

You can assign one or more tags to a record using the edit tags icon in the form header.

About this task

Note: Tag names are case-insensitive and must not include punctuation.


  1. Navigate to a form.
  2. Perform the appropriate action for your version of the UI.
    1. Click the more options icon (More options icon) in the form header.
    2. Select Add Tag.
    UI15 Click the edit tags icon (Edit tags icon).
  3. Click in the Add Tag field.
  4. Perform one of the following actions.
    Assign an existing tag Begin typing the tag name and select the tag.
    Create a new tag Enter a new tag name and press the Enter key.
    The tag is added to the record.