Configure tags to assign automatically You can configure the system to automatically assign a tag to records that match conditions defined in the tag record. Before you beginRole required: tags_admin About this task For example, you can create tags that group high urgency incidents, overdue incidents, canceled changes, or any other set of records. The system automatically assigns the tag to records that match the criteria and removes the tag from records that no longer match the criteria. Procedure Navigate to System Definition > Tags. Open the tag that you want to assign automatically. Configure the form to add the Conditions for Labels embedded list. Create a row in the Conditions for Labels list. Click the reference icon in the Table column. The Label Table list opens in a pop-up window. Click New. Enter a Name, select a Table, and add conditions for the automatic assignment of the tag. Click Submit. Click the check mark icon to save the new row. Click Update. Related TasksAssign a tag from the list view using inline field editingAssign a tag from a list using the action menuAssign a tag from the list context menuAssign a tag using the edit tags iconConfigure a form
Configure tags to assign automatically You can configure the system to automatically assign a tag to records that match conditions defined in the tag record. Before you beginRole required: tags_admin About this task For example, you can create tags that group high urgency incidents, overdue incidents, canceled changes, or any other set of records. The system automatically assigns the tag to records that match the criteria and removes the tag from records that no longer match the criteria. Procedure Navigate to System Definition > Tags. Open the tag that you want to assign automatically. Configure the form to add the Conditions for Labels embedded list. Create a row in the Conditions for Labels list. Click the reference icon in the Table column. The Label Table list opens in a pop-up window. Click New. Enter a Name, select a Table, and add conditions for the automatic assignment of the tag. Click Submit. Click the check mark icon to save the new row. Click Update. Related TasksAssign a tag from the list view using inline field editingAssign a tag from a list using the action menuAssign a tag from the list context menuAssign a tag using the edit tags iconConfigure a form
