Tagging records

Introduced in 2024

This article explains how to apply tags to records, enhancing data classification and retrieval.

Tags defined in the Tag Management section of the Admin Center are available when working on a record. Users with the Modify permission to the object class can select any existing tag from the drop-down list under Categorization > Tags on the General tab of the object detail form. Additionally, users with admin privileges can create a new tag directly from the detail form and apply it immediately.

Applying tags

NOTE: This action is available only to users with permission to modify the object class.

1. Open a record.

2. On the General tab, locate the Categorization section and click inside the Tags field to open the drop-down list of available tags.

3. Choose the desired tag from the list.

4. Save your changes.

Creating tags from object detail forms

NOTE: This action is available only to users with the Tags administrative access permission.

1. Open a record..

2. In the General tab, locate the Categorization section and click inside the Tags section to open the drop-down list of available tags.

3. Click + Create tag.

4. Provide the tag name and select a background color.

5. Click the check icon to save the new tag. Once saved, the new tag will appear in the drop-down list and become available for selection.

NOTE: New tags will also appear in the Admin Center, in the Workflow and Business Logic > Tag management section, where further customization options are available.

Related Information:

Sorting records

Filtering records

Grouping records