Tag metadata

Users can tag records and one record can have multiple tags. Tags are useful for users to provide additional contextual information that defines the metadata. Additionally, you can filter metadata lists using tags.

Note: tags can be words or phrases (groups of words), they can also include special characters.

The Tags feature can be accessed via the sidebar located to the right of the screen on any record.

There are two types of tag Public and Private. Each type corresponds to the visibility of the tag to the users. While Public tags are visible and usable by any users, the Private tags are only visible to the user that created it. The icon on the left side indicates the type of visibility: the world for Public and the lock for Private.

The top section Applied tags displays the tags applied to the current record. You can remove an applied tag by clicking on the cross button on the right of the tag.

The Apply tag section allows users to create a new tag or search for an existing one and apply it to the record. Note that creating Public tags is controlled by permissions configured by the administrator. All users might not have the ability to create them. For those allowed to create Public tags, they can choose the visibility after clicking the submit button.

The Last used section displays the last ten tags that have been used by the current user. The Most used section displays the ten tags the most used in the whole repository. Clicking on a tag applies it to the current record. This action is performed real-time.

Finally, the My tags section displays the list of all the tags the connected user has created.

The card view integrates the tags allowing users to filter records based on the tags that have been applied to them.