- 02 Apr 2024
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PDF
Managing Tags
- Updated on 02 Apr 2024
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DarkLight
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PDF
Creating New Tags
To create a new tag:
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Click the plus sign "+" icon in the upper-right corner of the Tags dialog.
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Provide a unique tag name and a brief description.
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Click the Create button to save your inputs. A pop-up message displays in the upper-right corner of the screen to indicate the new tag was successfully created.
Figure 1: Create New Tag
Editing Tags
To edit a tag:
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Click the menu button to the right of a chosen tag and click the pencil icon.
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Provide the desired edits to the tag (i.e., name, description).
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Click the Update button to retain your changes. The Tags table immediately refreshes to reflect the edits that were made.
Figure 2: Update Tag
Deleting Tags
To delete a tag:
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Click the menu button to the right of a chosen tag and click the trashcan icon. A confirmation dialog displays.
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Click Delete to confirm the deletion. A success notification displays to indicate the tag was deleted.
Figure 3: Delete Tag
Searching for Tags
To search for a tag:
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Enter one or more characters in the search bar. The characters should correspond to the tag name. A filtered list of results will return.
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Click the menu button to the right of the tag to edit its details or delete the tag from the collection.
Figure 4: Search Tags
Adding Tags to Collections
Currently, you can add tags to the following collections.
Collection | Description |
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Workflows | Use the automation settings in a workflow to add a tag. |
MOP | For both Analytic and Command Templates, use the template settings to add a tag. |
Forms | View the metadata to add a form tag. |
Workflow Builder
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Create a new automation, and save. Alternatively, you can edit an existing automation.
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Click the menu (stacked dots) icon in the upper-right of the canvas and click View Metadata to open the Workflow Settings dialog.
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Search for the desired tag name that was created.
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Add the tag as you would groups to a workflow.
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Click Save to update the workflow.
Figure 5: Add Tag to Workflow
MOP
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Create a new Template, and save. Alternatively, you can edit an existing Template.
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Click the menu (stacked dots) icon in the upper-right and select View Metadata to open the Template Settings dialog.
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Search for the desired tag name.
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Select the tag to add it to the field.
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Click Save to update the Template.
Figure 6: Add Tag to Template
Form Builder
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Create a new Form, and save. Alternatively, you can edit an existing Form.
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Click the menu (stacked dots) icon in the upper-right and select View Metadata to open the Settings dialog.
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Search for the desired tag name.
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Select the tag to add it to the field.
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Click Save to update the Form.
Figure 7: Add Tag to Form
Golden Config
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Create a new Golden Config, and save. Alternatively, you can edit an existing Golden Config.
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Click the menu (stacked dots) icon in the upper-right and select View Metadata to open the dialog.
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Search for the desired tag name.
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Select the tag to add it to the field.
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Click Save to update Config.
Figure 8: Add Tag to Golden Config