Tag Manager

Use tags to identify and group things

Throughout CausewayOne Asset Management, you can mark things with tags. A tag can be any keyword or phrase, often describing a category or shared characteristic, e.g. Street furniture, Highways Department, Zone D.

By assigning the same tag to multiple things, you define a relationship between them while keeping them separate. Each one can have multiple tags, so you can create overlapping relationships without conflict. This provides a way to filter lists and narrow down searches.

For some things, you can assign system tags to change how they're treated or acted upon, e.g. tag a Number attribute as "Currency".

Where can I use tags?

You can tag the following:

• Item forms and canvas views - assign at least one screen tag to determine where they can be used (platform, application and screen). Select an existing screen tag or add your own.

• Layers - assign custom tags to categorise your layers, so you can filter the contents of the Layers panel.

• Access policies - assign custom tags to categorise your access policies.

• Report data sources - assign system tags to capture contextual data:

  • Item - if tagged with Incoming item id, it will default to the current item's ID when running the report from an item.

  • AQS - if tagged with Incoming AQS query, it will default to the query configured in the Run Report workflow action.

• Attributes - assign system tags to change how an attribute is treated or acted upon:

  • Number

  • Text

  • Link

  • Geometry

Using the Tag Manager

To manage the tags of something you're creating or editing:

1. Select the Tags field to show the Tag Manager.

   
   info

   When editing an item form, select Define screens in the app bar. To learn more, see Edit the item form.

2. The Tag Manager lists any system tags that are relevant to what you're doing, plus any recently used custom tags. Select the tags you want.

   

3. To create a new tag, select Add custom tag. Enter your text and select Add. Your new tag will be available to everyone in your company project.

4. To review the selected tags, open the X selected tab. To deselect tags, select Remove or use the Remove all button.

   

5. Select Save to finish.