Tagging data segments

Introduced in 8.7

The Users & SecurityAccounts and Roles > Data Segments section, which contains classification list of data segments, enables you to perform the following operations with tags:

  • ClosedTo tag data segments:

    1. Double-click the item to tag, the item window opens.

    2. Under Tags, click the Manage button. In the Edit Tags window, click Tags > New on the Module menu. The Add Tag window opens.

      NOTE: For details on selecting multiple items, see Selecting multiple records.

    3. Type in the tag value and click OK. Your list items are tagged, and you can view their tag in the Tags column.

    You can assign multiple tags to the same data segment or set of segments. Each tag will be enclosed in curly brackets.

      TIP: You can also copy tags from a source item and then paste them to target items. For details, see To copy tags from a list item.

  • ClosedTo rename tags:

    1. Select data segments whose tag to rename and click Tags > Rename from the Module menu. The Rename Tag window opens..

      NOTE: For details on selecting multiple items, see Selecting multiple records.

    1. In the Tag list, select the tag to rename and type in its new value in the New Value field.

    2. Click OK. The selected items are tagged with the new tag value.

  • ClosedTo copy tags from a data segment:

    1. Select the data segment whose tags to copy and click Tags > Copy on the Module menu. If the segment has multiple tags, all of them are copied.

    2. Navigate to the segment where you want to paste the copied tags.

    3. Select one or multiple target data segments where to paste the copied tags and click Tags > Paste on the Module menu.

      NOTE: For details on selecting multiple items, see Selecting multiple records.

  • ClosedTo modify tags of a data segment:

    1. Double-click the item you want to tag. The Data Segments window opens.

    2. Under Tags, click Manage. The Edit Tags window opens.

    3. Use the New, Edit, and Delete buttons to create a list of tags.

    4. Click OK to close the Edit Tags window.

    5. In the Data Segments window, click OK to save your changes.

  • ClosedTo remove a tag:

    1. Select data segments from which you want to remove a tag and click Tags > Delete on the Module menu. The Select Tag window opens.

      NOTE: For details on selecting multiple items, see Selecting multiple records.

    1. Select the tag to remove and click OK.

      TIP: When your items have multiple tags assigned, this operation removes only a single selected tag. For instructions on removing all assigned tags at once, see To clear items of all tags.