Action: Tags

The tags and values associated with an action are managed in the Tags accordion of the Add/Edit Action workscreen.

Associating Tags with an Action

To associate an action with tags:

1. From the Add/Edit Action workscreen, expand the Tags accordion. 
2. From the Available Tags list, click the beside the tags you want to associate with the action.

3. Click the beside the Available Tags list.

A new field is added for each selected tag.

4. Assign values to the tags.

5. Click Save.

Assigning Values to Action Tags

To assign values to an action's tags:

1. From the Add/Edit Action workscreen, expand the Tags accordion. 
2. Click in the tag's field. A list of the tag's pre-defined values displays.
3. From the list, select the values you want to assign.

If the tag allows users to add values, the list will also include other values that were previously specified for the tag. You can enter a new value and press ENTER after each value, or enter all the values (separated by a comma) then press ENTER. 

4. Click Save.

Removing Tags or Values from an Action

To remove a tag and all its values from an action:

1. From the Add/Edit Action workscreen, expand the Tags accordion. 
2. Click the  beside the tags you want to remove from the action.
3. Click Save.

To remove a tag's value from the action, click the X beside the value.