Remove a tag from a record

There are many ways to remove a tag from a record.

Before you begin

Role required: none

Procedure

Perform any of the following actions.
OptionDescription
Remove a tag from a record in the list view using the Tags column Perform the appropriate action for your list version.
  • List v2: Ensure that the Tags column is visible and click the remove tag icon (x) beside the tag name.
  • List v3: Double-click the tag in the column to open the Edit Tags dialog. Click the remove tag icon (x) beside the tag name.
Remove a tag from one or more records in the list view using the action menu Select the check box for one or more records, then click Actions on selected rows > Remove Tag: > [Tag name].

This functionality is not available in List v3.

Remove a tag from a record in the form view Perform the appropriate action for your version of the UI.
  • UI16: Click the more options icon (More options icon) in the form header, then click the remove tag icon (x).
  • UI15: Click the edit tags icon (Edit tags icon), then click the remove tag icon (x).
Remove a tag from a record in the Tagged Documents page Click the remove tag icon (x) in the corner of the document preview.
If a tag is automatically applied to a record based on specific conditions, the tag is automatically removed when those conditions no longer apply. For more information, see Configure tags to assign automatically.