Assigning tags

You can assign tags to records from the form or list view. You can also add tags to a homepage.

Add a tag to a homepage

You can add a tag to a homepage to view records to which the tag has recently been assigned.

Before you begin

Role required: none

About this task

You might want to do this task for tags of a Type other than Standard or Most Recent Record, as they do not appear on the Tagged Documents page.

Procedure

  1. Open a homepage to which you have permission to add content.
  2. Click the add content icon (+).
  3. Select Labels in the left column of the Add content window.
  4. Select the tag you want to show on the homepage.
  5. Click the appropriate Add here button.
  6. Close the Add content window.

Assign a tag from the list view using inline field editing

You can assign one or more tags to a record directly from the list view.

Before you begin

Role required: none

Procedure

  1. Navigate to a list.
  2. Personalize the list to display the Tags column.
  3. In List v2, complete the following steps.
    1. Click in the Add Tag field.
    2. To assign an existing tag, begin typing the tag name, select the tag from the choice list, and press the Enter key.
    3. To create a new tag, enter a new tag name and press the Enter key.
  4. In List v3, complete the following steps.
    1. Double-click in the Tag field.
      The Edit Tags dialog opens.
    2. To assign an exist tag, select one of the recent tags or click the lookup icon and select the tag.
    3. To create a new tag, enter a new tag name and press the Enter key.
    4. Click X to close the dialog.

Result

The tag is added to the record.

Assign a tag from a list using the action menu

You can assign one or more tags to a record using the action menu in a list.

Before you begin

Role required: none

Procedure

  1. Navigate to a list.
  2. Select the check box beside one or more records.
  3. Click Actions on selected rows and complete the appropriate steps for the list version.
    OptionDescription
    List v2
    1. Scroll to the Assign tag listing.
    2. To assign an existing tag, select the tag listed.
    3. To create a new tag, select New, enter the tag name, select the sharing level, and then click Save.
    List v3
    1. Select Assign a tag to open the Edit Tags dialog.
    2. To assign an existing tag, select one of the recent tags or click the lookup icon and select the tag.
    3. To create a new tag, enter a new tag name and press the Enter key.
    4. Click x to close the dialog.
    Note: In List v3, the sharing level defaults to Me. To change the sharing level, edit the tag from the form view or edit the tag record directly.

Result

The tag is added to the record.

Assign a tag from the list context menu

You can assign one or more tags from the list context menu.

Before you begin

Role required: none

Procedure

  1. Navigate to a list.
  2. Right-click a record.
  3. To assign an existing tag, complete the appropriate steps for the list version.
    OptionDescription
    List v2 Select Assign Tag > [Tag Name].
    List v3
    1. Select Edit Tags and select one of the recent tags or click the lookup icon and select the tag.
    2. Click x to close the dialog.
  4. To create a new tag, complete the appropriate steps for the list version.
    OptionDescription
    List v2
    1. Select Assign Tag > New Tag.
    2. Enter a new tag name and select the appropriate sharing level.
    3. Click Save.
    List v3
    1. Enter a new tag name and press the Enter key.
    2. Click x to close the dialog.
    Note: In List v3, the sharing level defaults to Me. To change the sharing level, edit the tag from the form view or edit the tag record directly.

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.

Before you begin

Role required: none

Procedure

  1. Navigate to a form.
  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. 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.
    OptionDescription
    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.