How to remove tags

Dear Sam,

To modify or delete tags from the section, please open System designer →  Lookups.

Then you need to create a new lookup based on the appropriate object. For example, Accounts section tag:

After you save your lookup, please go back to the Lookups page to locate it.

When you click on [Open content] button, you'll be able to detele or add new tags to the section object you've chosen before.

Regards,

Lily

Thank you. One more question.

Is there any way to import a long list of tags so that they can be used by all users within the system? 

Hi Sam,

You can import public tags to some certain section and then apply these tags to the records in this section. 

To do so, please go to System designer → Data import.

Then you need to upload Excel file that consists of two columns: Name and Tag type. Under the name please put the list of tags you want to add into the section. Under the tag type you need to state whether it's public, private or corparate.

After that please click on 'Other' and choose the section you want to import data to. For example, Accounts section tag, Activity section tag, Contacts section tag etc.

Please pay attention to the fact that by default the permission to create public and corporate tags is only granted to the 'System administrators' role.

When you upload the file and click on 'Next' button, you need to specify the matching between columns in Excel file and bpm'online.

Then please specify duplicates search rules and click on 'Start data import'. After that the tags will be imported to the section that you've chosen before. 

If you wish to connect the tags to the large amount of data, you can import tagged records to the system. In such a way, you can apply the same tag to muplitle records at once.

To do so, you need to upload Excel file with the names of tags and data you want to be connected to these tags. The Excel file should contain two columns: Name of the tag and object record. The procedure is the same but instead of Section tag item, you need to choose Section record tag.

Then match the columns of Excel file with the corresponding data in the system.

After you set up duplicates search rules and click on 'Start data import' the tags will be applied to the records from the list of the Excel file.

Regards,

Lily