Skip to main content

Add Tags to a Dispatch

To add tags to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch number of the specific dispatch you wish to add tags to.

image.png

This opens the dispatch details page.

image.png

Select the edit icon to the right of the dispatch status to open the Edit Dispatch Modal.

image.png

Select the appropriate tag from the dropdown menu, or type in the new tag title and press enter.

How To: Create a New Tag from an Entity in Another Module

To create a new tag while creating or editing a new entity in a module other than tags, type in the desired new tag name in the tag field for the entity.  For aid in visibility, emojis can be used in the tag name.


How To Determine if a New Tag Can be Created

when an Entity is Created / Edited

Some modules allow for a new tag to be created when an entity is being created or edited. You can identify if this feature is enabled for an entity by typing in the desired tag name. If this feature is enabled, you will see a line under the Tags Field that states, “Press Enter to add new tag.” If this feature is not enabled, you will see a line under the Tags Field that states, “No options”.



Possible

image.png


Not Possible

image.png

  image.png

Press “Enter” after typing in the new tag name.

image.png

Finish creating / editing the entity as desired. After saving your changes to the entity, the Tag will be created. By default, the new Tag will have Open behavior, and be assigned the “uncategorized” category. To make changes to these settings, go to the Manage Page of the Tags Module.

image.png

The newly created tag will be available on the Tags List on the Tags Tab.

Click the vertical dot icon on the far right opening the tag context menu. Select “Edit” opening the Edit Tag Modal.

image.png

Alter the Tag Title, Category and Behavior as desired.

How To: Edit a Tag

To edit a tag, go to the Manage Page in Tags Module. Select the Tags Tab.

image.png

Click the vertical three dot menu to the far right of the tag you wish to edit.

Select “Edit” from the context menu opening the Edit Tag Modal.

image.png

Alter the title, category, and behavior as desired. If the tag is permissive or restrictive, you can alter who it is visible to.

Select the “Update Tag” button to save the changes.

image.png

A confirmation modal appears at the bottom of the Manage Page, indicating the tag was successfully updated.

Select the “Update Tag” button and your changes will be saved.

Select "Save".

No comments to display

Back to top