Tagging


Tag an Entity via Flow

A "tag," a short, easily remembered name, can be assigned to entities such as documents, reports, forms, and flows. Users can enter tags when searching for an entity. Assigning the same tags to similar...

Search by Tags

After a tag has been added to an entity, a user can perform a search using this tag. The search results will list all entities that have the tag. To search using tags, click the search icon to the...

Globally Update a Tag

There are times when a 'tag' that you have created for classifying Decisions created objects needs to be updated. This document will walk you through the locations to make these changes.   Change...

Create Tag Report

A tag report lists all of the tags used in the portal. Use the report to identify redundant tags, to establish naming conventions for tags, or to ensure that tags exist for all entities you wish to be...

Add Tag Browser to Page

The Tag Browser lists all the tags used in the system, including documents that are tagged.   Add a Tag Browser to a portal page in the Page Designer by dragging a Tag Browser component, found in...

Add Tag Action

A "tag," a short, easily remembered name, can be assigned to entities such as documents, reports, forms, and flows. Users can enter tags when searching for an entity. Assigning the same tags to similar...