Adding, viewing and editing tags

 

Adding tags

Tags are used to identify and group objects within Workspaces, such as documents, files and database tables, or views. For example, attaching a tag to the files and notes related to a specific project may help to better organise the workspace contents. Please note that the set of tags is global to the installation, therefore tags that you enter can be seen and used by other users, even if they do not belong to any of your workspaces.

To add a tag, click the tag button, grabbed on 23.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/# 'Add/edit tags' button then simply type a relevant word or phrase in the text box. add tags, grabbed on 23.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#

To add multiple tags, use a comma character to separate them. As you type, a list of existing tags will appear, including tags already associated with specific objects; simply click on them to select.

In list views such as in the Files tab, you can add a tag or tags to multiple items in a single action:

  • Select the items you wish to tag using the relevant checkboxes. When ticked, a panel entitled Selection will appear in the right-hand sidebar, with a count indicating how many items have been selected.
  • When the correct items have been selected, use the 'Add/edit tags' button below to perform the appropriate action.
 

Viewing tags

To view all tags, click the spanner icon spanner icon, grabbed on 24.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/# in the toolbar then click 'Tags'. This lists all tags in the platform, including those associated with other users and workspaces.

Clicking on a tag enables you to see all objects that have been associated with that tag. Clicking on the tab names displays the items related to that tag that you have access to.

 

Removing tags

To remove a tag from an object, display the item then position your pointer over the tag to remove and click the x, grabbed on 24.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/# next to the tag name; for example research button, grabbed on 24.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#. Alternatively you can click the 'Add/edit tags' button in the right-hand sidebar and remove the tag from within the resulting popup window. add/edit tags, grabbed on 24.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#

Updated on June 19, 2019

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