Tags

Use tags to segment your records, either individually or in bulk. For example, you can tag records in the Contacts section to mark your VIP customers or to mark "blacklisted" customers. You can search and filter tagged records using the lookup Quick filter component. For example, you can use tags to find the necessary article in the Knowledge base section. Learn more: Set up Quick filter components.

A section record can have multiple tags at a time. Also, you can assign tags that will be either displayed only to you or also be available to other Creatio users and external users.

Work with tags

Tag any Creatio records manually from the record page or apply tags in bulk from the record list.

You can assign existing tags or create new tags. You can create new tags that have the same names as already existing tags and color code them differently.

Creatio includes the following types of tags:

• Personal tags. Only visible to and accessible by to the user who created them. Any user can create any number of personal tags. Personal tags are not visible to managers and system administrators.
• Corporate tags. Visible to all company employees. Any employee can add or remove a corporate tag. Corporate tags can be created by all employees/roles who can perform the "Corporate tag management" ("CanManageCorporateTags" code) system operation.
• Public tags. Visible to all the company employees and to all external users. Any employee can add or remove a public tag. Public tags can be created by all employees/roles that can perform the "Public tag management" ("CanManagePublicTags" code) operation.

Out of the box, the permission to create public and corporate tags is only granted to the "System administrators" role.

While tags are normally managed from the UI, no-code developers can also manage tags from a lookup. Learn more: Manage tags from a lookup.

Create a tag

1. Open the section that contains the record that you want to tag.

2. Open the relevant record → Add tag.

3. Click .

4. Fill out the properties of the new tag.

   Property	Property description
   Name	The name of the tag. Required.
   Color	Opens a color picker to select the color of the tag. The default color is #8B9FDA.
   Access to tag	Specifies the tag type. Required.

5. Save the changes.

As a result, Creatio will add a new tag in the tag storage selected for the current form page. The corresponding record will not be tagged using the new tag.

If the tag's storage location already includes a tag that has similar parameters, Creatio will still add a new tag that has the same parameters. We recommend color coding tags that have similar names.

note

Any newly created tags are only available in the section where they were created. No-code developers can make the same tag available in multiple sections. Learn more about tags' storage locations: Manage tags in sections.

Edit a tag

1. Open the section where you want to edit the tag, for example Contacts.

2. Open the relevant form page → Add tag.

3. Enter the name of the tag in the search field.

4. Update the properties of the tag.

   Property	Property description
   Name	The name of the tag.
   Color	Opens a color picker to select the color of the tag.
   Access to tag	Selects the type of tag: Personal tag, Corporate tag, or Public tag.

5. Save the changes.

As a result, Creatio will update the tag properties.

Delete a tag

1. Open a record in the section where you want to delete the tag, for example a contact page, and click Add tag.
2. In the opened window, start entering the name of the tag that you want to delete. The drop-down list will show the tag search results.
3. Click the button in the tag that you want to delete.

As a result, Creatio will delete the tag.

Tag a record

1. Open the section where you want to tag a record, for example Contacts.
2. Open the relevant form page → Add tag. This opens a window.
3. Start entering the name of the relevant tag. The drop-down list will show the tag search results.
4. Select the tag.

As a result, Creatio will tag the selected record.

Tag records in bulk

1. Open the section where you want to tag records, for example "Contacts."
2. Select the records that you want to tag.
3. Click Add tag. This opens a window.

   Fig. 3. Add tag in bulk

   

4. Select the relevant tags → Select.

As a result, Creatio will tag the selected records.

Un-tag a record

1. Open a section whose record you want to un-tag, for example Contacts.
2. Open the relevant record page.
3. Click next to the tag.

As a result, Creatio will un-tag the record.

Filter records by tag

1. Open a relevant section, for example Contacts.

2. Add a new folder by clicking Folders → Add → Add folder.

3. Enter the name of the new folder, for example, "Tagged VIP."

4. Click . This opens a window.

5. Click Add condition.

6. Press next to the object title. This adds a field.

7. Select the storage location object of the tag. For example, "Contacts section record tag (by column Object)."

   note

   We recommend selecting the storage location object of the tag that the form page currently uses. For example, select "Contacts section record tag (by column Object)" for the Contacts section if the Contacts form page has this object set up as the tag storage location. Otherwise, use "Tag in record (by column Record id)."

8. Select "Quantity" in the Column field and click Select. This closes the window.

9. Change the "count" condition type to "exists."

10. Add a new condition by clicking under the current condition. This opens a window.

11. Select "Tag" in the Column field and click Select. This closes the window.

12. Click "<?>" in the condition. This opens a window.

13. Select the name of the tag, for example, "VIP."

14. Save the changes.

As a result, Creatio will filter the records in the section by the selected tag.

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See also

Manage tags from lookups

Work with tag storage location

Filters

Folders

Excel data import

Excel data export