Manage tags from a lookup

Lookups in Creatio allow you to manage tags across multiple sections simultaneously. This provides a centralized way to create, edit, and delete tags, and control their visibility and availability in different sections. Learn more about tags: Tags.

Manage tags from a lookup when you need to add, delete, or edit multiple tags at a time. The procedure differs slightly depending on whether the target form pages use the “Tag in record” object or an object of the section record tag.

Tags stored in the “Tag in record” object are defined in the “Tag” object and associated with schemas in the “Tag in schema” object. A tag that has an entry in the “Tag” object but has no entry in the “Tag in schema” object will not be available for selection. You can manage all tags of this type from the same lookup regardless of their respective sections.

Tags stored in an object of the section record tag are defined in the corresponding section tag object. They are available for selection in the relevant section upon creation but you can only select them in the relevant section. For example, if you add a tag defined in the “Contacts section tag” (“ContactTag” code) object, it will only be available in the Contacts section.

To manage a tag from a lookup:

1. Open the lookup based on the tag object.

2. Manage tags:

   • Create a tag. Read more>>>
   • Edit a tag. Read more>>>
   • Delete a tag. Read more>>>

3. Manage tags in sections (for tags stored in the “Tag in record” object only)

   • Add a tag to a section. Read more>>>
   • Replace a section associated with a tag. Read more>>>
   • Remove a tag from a section. Read more>>>

As a result, Creatio will update the lookup entries for the tag.

Open the lookup based on a tag object

Open the lookup based on the “Tag” object

1. Click to open the System Designer.

2. Go to System setup block → Lookups.

3. Create a lookup based on the “Tag” object. Skip this step if you have already created it. To create the lookup:

   1. Click New lookup. This opens a new page.

   2. Fill out the properties of the new lookup.

      Property	Property description
      Name	Specify the name of the lookup. For example, “Tag.”
      Object	The object on which the lookup is based. Select “Tag.”
      List page	Leave empty
      Description	Specify the description. For example, “Tag list for the Tag in record object.”

   3. Save the changes.

As a result, Creatio will open a lookup based on the “Tag” object for editing.

Open the lookup based on an object of the section record tag

1. Click to open the System Designer.

2. Go to System setup block → Lookups.

3. Create a lookup based on an object of the section record tag. Skip this step if you have already created it. To create the lookup:

   1. Click New lookup. This opens a new page.

   2. Fill out the properties of the new lookup.

      Property	Property description
      Name	Specify the name of the lookup. For example, “Contacts section tag.”
      Object	The object on which the lookup is based. For example, “Contacts section tag.”
      List page	Leave empty
      Description	Specify the description. For example, “Tags for the Contacts section.”

   3. Save the changes.

As a result, Creatio will open a lookup based on an object of the section record tag for editing.

Create a new tag

1. Open the lookup based on the relevant tag object. Read more>>>
2. Click Open content on the lookup.
3. Create a new lookup entry by clicking New.
4. Enter the name of the new tag in the Name field, for example, “VIP,” → .

As a result, Creatio will add a new tag.

Edit a tag

1. Open the lookup based on the relevant tag object. Read more>>>
2. Click Open content on the lookup.
3. Locate and click the lookup entry that contains your tag.
4. Update any of the properties, for example, change the color value to “#AAFFAA” → .

As a result, Creatio will edit the tag.

Delete a tag

1. Open the lookup based on the relevant tag object. Read more>>>
2. Click Open content on the lookup.
3. Locate and click the lookup entry that contains your tag.
4. Click .

As a result, Creatio will delete the tag.

Manage tags in sections

Use the “Tag in schema” object to manage tags in sections by using their schemas, for example, “Contact,” “Account,” and “ServiceItem.” You can add a tag to multiple sections.

This is only for tags stored in the “Tag in record” object.

To add a tag to multiple sections:

1. Open the lookup based on the “Tag in schema” object. Read more>>>

2. Manage the tags in sections:

   • Add a tag to a section. Read more>>>
   • Replace a section associated with a tag. Read more>>>
   • Remove a tag from a section. Read more>>>

Open the lookup based on the “Tag in schema” object

1. Click to open the System Designer.

2. Go to System setup block → Lookups.

3. Create a lookup based on the “Tag in schema” object. Skip this step if you have already created it. To create the lookup:

   1. Click New lookup. This opens a new page.

   2. Fill out the properties of the new lookup.

      Property	Property description
      Name	Specify the name of the lookup. For example, “Tag in schema.”
      Object	The object on which the lookup is based. For example, “Tag in schema.”
      List page	Leave empty
      Description	Specify the description. For example, “List of schemas where specific tags can be used.”

   3. Save the changes.

As a result, Creatio will open a lookup based on the “Tag in schema” object for editing.

Add a tag to a section

1. Open the lookup based on the “Tag in schema” object. Read more>>>
2. Click Open content on the lookup.
3. Create a new lookup entry by clicking New.
4. Select the name of the tag in the Tag field, for example, “VIP.”
5. Specify the name of the schema in the Entity schema name field, for example, “Contact” → .

As a result, Creatio will add the tag to the relevant section. If form pages in the section use the “Tag in record” object as the tag storage location, this tag will be available for selection.

You can add a tag to more than one section.

Replace a section associated with a tag

1. Open the lookup based on the “Tag in schema” object. Read more>>>
2. Click Open content on the lookup.
3. Locate and click the lookup entry that contains the association of the relevant tag and schema.
4. Update the Entity schema name field, for example, to “Account” → .

As a result, Creatio will replace a section associated with the tag. It will associate it with a new section, in this case, Accounts. If you tag any records using this tag before you replace the associated section, they will remain tagged.

Remove a tag from a section

1. Open the lookup based on the “Tag in schema” object. Read more>>>
2. Click Open content on the lookup.
3. Locate and click the lookup entry that contains the association of the relevant tag and schema.
4. Click .

As a result, Creatio will remove the tag from the section. If you tag any records using this tag before you remove it, they will remain tagged.

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See also

Tags

Work with tag storage location