Editing tags

You can edit tags that you created from the list and form views, the My Tags module, and the Tagged Documents page. You can also merge tags from the My Tags module.

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

Edit tags from the list view

In the list view, you can edit tags that you created.

Before you begin

Personalize the list to display the Tags column.

Role required: none

About this task

Procedure

  1. Navigate to a list that contains records you have previously tagged.
  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. Select an option for the Viewable by field to set the sharing level.
  5. Click Save.
    All records associated with the tag are updated to reflect the change.

Edit tags from the form view

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

Before you begin

Role required: none

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.

Edit tags from the My Tags module

From the My Tags module, you can edit tags you created.

About this task

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

Procedure

  1. Navigate to Self-Service > My Tags.
  2. Open a tag.
  3. Make the necessary changes.
  4. Click Update.
    All records associated with the tag are updated to reflect the change.

Edit tags from the Tagged Documents page

You can edit tags from the Tagged Documents page.

Before you begin

Role required: none

Procedure

  1. Navigate to Self-Service > My Tagged Documents.
    Alternatively, in UI15 you can click Tagged Documents in the Edge.
  2. Click Edit Tags.
    A list of tags you have created appears.
  3. Open a tag.
  4. Make the necessary changes.
  5. Click Update.
    All records associated with the tag are updated to reflect the change.

Merge tags

You can merge one or more tags with another tag. For example, when you merge Tag A with Tag B, Tag A is deleted and all associated records are reassigned Tag B.

Before you begin

Role required: A user with the admin or tags_admin role can merge any tag into any other tag.

All other users can merge tags they created into tags that are visible to them.

Procedure

  1. Navigate to Self-Service > My Tags.
  2. Select the check box for each tag you want to merge with another tag.
  3. Select Actions on selected rows > Merge Tags.
  4. Enter the tag to merge other tags with.
  5. Click OK.