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 begin

Role 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

  1. Navigate to System Definition > Tags.
  2. Open the tag that you want to assign automatically.
  3. Configure the form to add the Conditions for Tags embedded list.
  4. Create a row in the Conditions for Tags list.
  5. Click the reference icon in the Table column.
    The Label Table list opens in a pop-up window.
  6. Click New.
  7. Enter a Name, select a Table, and add conditions for the automatic assignment of the tag.
  8. Click Submit.
  9. Click the check mark icon to save the new row.
  10. Click Update.