Work with tag storage location
Tag storage location determines where Creatio stores tag data for each form page. This affects which tags are available, and their visibility in different records and sections. Learn more about tags: Tags.
Each form page has the Tag storage location property that defines where to store the tags for this form page. Creatio uses the following types of tag storage location, any of which you can select for a form page:
- The “Tag in record” object (“TagInRecord” code). Read more>>>
- An object of the section record tag. Read more>>>
Tags are only visible and available for selection in the storage that was selected when they were created. For example, if you apply a tag named “VIP” to contacts when the “Tag in record” object is selected as the tag storage location for the Contact form page, then change the tag storage location, all contacts lose their association with the “VIP” tag and other tags from the “Tag in record” object. These tags will remain invisible and not available for selection until you select the “Tag in record” object as the tag storage location again. Meanwhile, only the tags associated with the “Contact section record tag” object remain visible and available for selection.
“Tag in record” object
The “Tag in record” object (“TagInRecord” code) stores tag instances for all sections. It uses tags defined in the “Tag” object (“Tag” code) that can be applied to any section record.
The “Tag in schema” object (“TagInSchema” code) determines whether you can select the tag on the form page. The object associates a tag with the name of the record schema where the tag can be used, for example, “Contact,” “Account,” “ServiceItem,” etc. Out of the box, a tag created on a form page is associated with the record schema of the section where the tag was created. A tag created from a lookup has no default association.
A single “Tag” object instance can be associated with multiple sections in the “Tag in schema” object. Associating a single “Tag” object instance with multiple sections in the “Tag in schema” object allows you to maintain consistent categorization across different sections, reducing time spent on organizing information.
Editing the “Tag in schema” object does not affect the tagged records. If you remove the association between a tag and a section, the tagged records in that section will retain the tag. Users cannot select the tag for other records in the section until you reconnect it to the section.
An object of the section record tag
An object of the section record tag is a type of object that stores tag instances specific to a section, for example, the “Contacts section record tag” (“ContactInTag” code) object. They use tags defined in objects separate for each section, for example, “Contacts section tag” (“ContactTag” code) object.
Classic UI tags use this tag storage location. Tags created in Classic UI will be visible on the corresponding records in Freedom UI pages that have an object of the section record tag selected, for example, “Contacts section record tag.” Similarly, tags created in Freedom UI when an object of the section record tag is selected will be visible on the corresponding records in Classic UI pages.
Tag storage location compatibility table
The availability and default settings for the tag storage location depend on your Creatio version.
Creatio version | Available tag storage location | Out of the box tag storage location |
|---|---|---|
8.1.0 |
| “Tag in record” |
8.1.1 |
| “Tag in record” |
8.1.2 and later |
| An object of the section record tag |
Update tag storage location
The tag storage location can differ for any form page. To update the tag storage location for a form page:
-
Click
in the top right → Application Hub. -
Open the relevant app, for example “Customer 360.”
-
Open the form page, for example “Contacts form page.”
-
Click the Tag component →
.Fig. 1 Open the tag settings 
-
Select a tag storage location. For example, “Tag in record.”
Fig. 2 Select a tag storage location 
-
Save the changes.
As a result, Creatio will use the new tag storage location for all records in the current section. Any existing tags created for this storage location will become available, and any records tagged using them will also become tagged. Tags stored in the old tag storage location will not be available and none of the section records will be tagged using them until you re-select the old tag storage location.