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Edit tags from the form view

Edit tags from the form view

From the form view, you can edit tags that you created.

About this task

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

Procedure

  1. Navigate to a record you have tagged.
  2. Perform the appropriate action for your version of the UI.
    UI16
    1. Click the more options icon (More options icon) in the form header.
    2. Click the edit tag audience icon (Edit tag audience icon) beside the tag name.
    UI15
    1. Click the edit tags icon (Edit tags icon).
    2. Click the edit tag audience icon (Edit tag audience) beside the tag name.
    The Tag Details dialog box opens.
  3. Edit the Name field as necessary.
  4. Edit the Viewable by field to set the sharing level.
  5. Click Save.
    All records associated with the tag are updated to reflect the change.