Tags
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:
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Item forms - assign at least one screen tag to determine where the item form can be used (platform, application and screen). Select an existing screen tag or add your own.
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Layers - assign custom tags to categorise your layers, so you can filter the contents of the Layers panel.
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Report data sources - assign system tags to capture contextual data:
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Item - if tagged with Incoming item id, it will default to the current item's ID when running the report from an item.
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AQS - if tagged with Incoming AQS query, it will default to the query configured in the Run Report workflow action.
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Attributes - assign system tags to change how an attribute is treated or acted upon:
Using the Tag Manager
To manage the tags of something you're creating or editing:
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Select the Tags field to show the Tag Manager.
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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.
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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.
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To review the selected tags, open the X selected tab. To deselect tags, select Remove or use the Remove all button.
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Select Save to finish.