How to declare Tags when capturing new Assets/Document?
Managing Tags for Assets/Documents: Classification, filtering, and additional attributes.
1. Accessing the Tags Feature
Tags is a field located directly on the Assets/Document Card.
2. Creating a New Tag
To create a new Tag from the Assets/Document Card:
- Click the icon [+] next to the "Tags" field.
- On the Tag lookup, click the button "Add Tag not in List".
- Fill in details: Enter a Name, select a Type (Text, Integer, Float, or Boolean), and enter a Tag value.
- Click "Save" to create and attach the Tag.
3. Using Existing Tags
To use tags that were previously declared:
- Click the icon [+] next to the "Tags" field.
- Choose a Tag from the list and click the icon [+] next to the Tag name.
- Fill in the Tag value (the UI may vary based on the Tag kind).
- Click "Save" to attach it.
4. Managing Tags
Tags can be deleted depending on your requirements. To delete a Tag, navigate to the Tags field and click the trash icon next to the specific Tag name.
Overview:
Tags can have different data types (Text, Integer, Float, and Boolean) and are assigned to multiple Assets/Documents for classification and filtering.