Using tags
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- UpdatedAug 3, 2023
- 3 minutes to read
- Vancouver
- Navigation and UI
Use tags to filter records and view tagged documents. Remove a tag when it is no longer useful.
Filter records by tag
You can filter records on a table by tags you have access to.
Before you begin
Role required: none
Procedure
Option | Description |
---|---|
Filter from the form view | Perform the appropriate action for your version of the UI. Select the more options icon ( |
Filter from the list view using the Tags column | With the Tags column visible, click the tag name. Selecting two or more tags filters the tags together with the AND operator and shows records containing all the selected tags. |
Filter from the list view using the list filter | Select the show/hide filter icon (![]() |
View tagged documents
The Tagged Documents page displays recently viewed documents or user-tagged documents in the content frame.
Before you begin
Role required: none
About this task
An administrator can configure the fields that appear on the tagged document cards by configuring the mobile view of the task, for example, the mobile view of the Incident form. If there is not a mobile view available for the page, the record reverts to the default view. For more information, see Create and delete views.
Procedure
- Navigate to .
- (Optional) Click Show Global Tags to display global tags.
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Perform one of the following actions.
Remove a tag from a record
There are many ways to remove a tag from a record.
Before you begin
Procedure