Tags

Tags are assigned to as an additional attribute to a data item across the platform, they then provide an additional layer of searching and filtering when looking through large sets of data, for example sales items.

Adding New Tags

Follow these steps to add a new tag:

1. Click Add

2. Enter the following details, Name | Description (optional)

3. Set the Type, Yes / No or List

4. Select the required Tag Associations

   Tag associations determine in which area of the platform the tag will be available for selection, for example a tag association of "product" will only display within the products app of Zonal Connect

5. Select the required Tag Group | Sub Group | Section | and Sub Section

6. Click Add

7. If the type List has been selected define the list, click Add

8. Enter the List Item | click Add, complete this process until all list items have been added

9. Click Save

Editing Tags

Follow these steps to edit a tag:

1. Select the required tag

2. Update any fields as required | click Save

Searching Tags

Follow these steps to search for a tag:

1. In the list section click into the search

2. Enter the search term, press <enter> or click the search icon, the results will be displayed matching the search term including any mid-word matches

3. To remove the search click the remove search icon

Viewing History

Follow these steps to view the history of a course:

1. Select the History tab

2. By default todays history is initially displayed, adjust the date selection to choose either

   • 1M - last 1 month of changes

   • 3M - last 3 months of changes

   • Custom - date range picker

3. History will be displayed with the following information

   • Date & Time

   • User

   • Action

Field Settings & Information

Tag Details

The details section allows you to set the main configurable information for tags.