Create a tag from the Tags list

You can create a tag directly from the Tags list.

Before you begin

Role required: tags_admin

Procedure

  1. Navigate to System Definition > Tags or Self-Service > My Tags.
  2. Click New.
  3. Enter a name for the tag in the Name field.
  4. (Optional) Modify tag settings.
    Field Description
    Owner Specifies the owner of the tag. Users are allowed to change the ownership of the tag to someone else.
    Type Specifies the type of tag.
    • Standard: is controlled by users who have access to the tag. These users can add or remove records from the tag.
    • Most Active: displays the most frequently accessed modules and is automatically maintained by the system. There is no maximum duration a module can remain as most active.
    • Most Recent: displays the most recently accessed modules and is automatically maintained by the system.
    • Most Active Record: displays the most frequently viewed records and is automatically maintained by the system. There is no maximum duration a record can remain as most active.
    • Most Recent Record: displays the most recently viewed records and is automatically maintained by the system.

    Only tags of the Standard or Most Recent Record types appear on the Tagged Documents page. You can view other types of tags by adding them to a homepage. For more information, see Add a tag to a homepage.

    Viewable by Specifies the sharing level. By default tags are visible only to the user (Me), but you can share tags with Groups and Users. Users with the tags_admin role are the only users who can create global tags shared with Everyone.
    Active Specifies whether the tag is enabled or disabled.