I have added a tag component to the contact list page in the Freedom UI and also applied tags to the records. However, the records are not being filtered according to the selected tag on the list page. Can anyone tell me how to filter them based on the tag?
Is there a way to add the tags in the Excel report section . For example, I have created a tag in the opportunity section. Is there a way to add that tag field in the excel reports too.
Currently, there are no basic functionality to tag multiple records with tags at once. However, you may create a simple business process that would tag your records. Here is the example how to tag all cases http://prntscr.com/nsssa4
I'm trying to add a tag to multiple records as well. How does your business process work if there's no common condition among the records you're tagging? Can you tag all records that you've added to an adhoc folder, for instance?
I would like to get rid of tag button on all my pages. Is it possible to use replacing client modules to remove TagUtilitiesV2 from the list of dependencies of BasePageV2? Or maybe there's a better way to do that?
I have a question. I’ve been looking at Working with Tags on the academy; how can I remove tags from the list? I've made a mistake but can't find where to correct it.
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.