Tag panel
How to use the tag panel
Last updated
How to use the tag panel
Last updated
Implementing a tag panel within an object page allows the end user to manage tags directly in the instance where they want to apply the tag, rather than having to go to the Tagging app. This can be convenient for the user as it allows them to manage tags directly within the context of the instance they are working on. It also allows for quicker access to the tag management tools, as the user does not have to switch to a different app or page to apply or modify tags.
The tag panel consists of several components:
A tag type menu for choosing the type of tag to be created
A filter, apply, and creation toolbar, where end user can find and apply existing tags or create new ones
A list of tags, showing which tags are already applied
By clicking on the tag type menu end user can choose between Team and User tag. The choice of tag type will depend on the needs and preferences of the user and the team. Chosen type is then applied for creation of new tags with tag panel toolbar (2).
As soon as the end user starts typing the characters into the toolbar tag proposals of existing tags are listed in the drop down list. If none of the existing and to the particular end user visible tags can be applied to the instance, end user can create a new tag.
Creating new tag is a simple and quick one step process. By typing the name of the tag in the toolbar (2) and clicking on Create new tag for <tag name> at the end of the proposal list new tag is created and automatically applied for the instance.
Tag panel offers additional tag quick access feature. By clicking on the tag within the tag list end user can access the Tag - Details page, which provides several options for managing the tag. Here the end user can change the tag's colors, view its details, and see a list of the classes where the tag has been applied. This page also displays the number of times the tag has been used. For more details about Tag - Details page please go to the page Manage tags.
