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Version: OpCon (Cloud - Current)

Managing Tags

Tags are labels you assign to jobs to group and identify related work across schedules. Use Library > Tags in Solution Manager to add, copy, edit, delete, and manage tag associations.

For background on how tags work, see Tags.

Viewing Tags​

The Tags page displays all existing tags in a grid. Select any tag in the grid to view its associations — the schedules, jobs, and frequencies linked to that tag — in the associations panel.

Adding a Tag​

To add a tag, complete the following steps:

  1. Go to Library > Tags.
  2. Select Add. The tag dialog opens.
  3. Enter a unique name in the Tag Name field.
  4. (Optional) Select Filter to open the schedule-job-frequency tree and associate the tag with jobs or frequencies.
  5. In the tree, select the jobs or frequencies to associate with the tag.
  6. Select Save.

Result: The tag is created and any selected associations are saved.

note

The Tag Name value must be unique across all tags.

note

A tag can be associated with a job or its frequencies, but not both. Selecting a frequency associates the tag to that frequency only. Selecting a job associates the tag to the job and removes any existing frequency-level associations for that job.

Copying a Tag​

To copy an existing tag, complete the following steps:

  1. Go to Library > Tags.
  2. Select the tag you want to copy in the grid.
  3. Select Copy. The tag dialog opens with the copied tag's values.
  4. Enter a unique name in the Tag Name field.
  5. (Optional) Modify the associations using Filter.
  6. Select Save.

Result: A new tag is created with the values from the copied tag.

Editing a Tag​

To edit an existing tag, complete the following steps:

  1. Go to Library > Tags.
  2. Select the tag you want to edit in the grid.
  3. Select Edit. The tag dialog opens.
  4. Update the Tag Name or associations as needed.
  5. Select Save.

Result: The tag is updated with the new values.

Deleting a Tag​

To delete a tag, complete the following steps:

  1. Go to Library > Tags.
  2. Select the tag you want to delete in the grid.
  3. Select Delete.
  4. Confirm the deletion when prompted.

Result: The tag and its associations are permanently removed.