Each tag is identified by code, description and color. Tags can only be used if they are activated in the administration.
Possible uses:
▪Marking content to be reviewed (e.g. “Remeasure distance range”, “Check complaint case”)
▪Identification to make the search easier
Identifying an element by using a tag
How to create a tag?
New tags can be created in the administration or directly in the application. The creation of tags via Administration is described in chapter Tags.
In the application, new tags can be added in the header or in the structure.
Creating a new tag in the element header
If the Tags column is enabled in the structure of an element, previously assigned tags are displayed at this position. By clicking in the column, a + sign appears and new tags can be added.
Creating a new tag in the element structure
How to assign a tag?
Already existing tags are selected assigned from a drop-down in the header or in the structure by clicking in the relevant row.
Tags that have been selected and assigned directly at the header of an element serve as default values for further use of the element. If an element with tags in the header is used in a structure, the tags set are used as the default value. Changing the tags in the header has no effect on existing uses.
To find elements with a search using tags, the tags must be maintained in the header of the elements.
Assign a tag
If the checkbox Entire row is active in the administration, the entire row in the structure is highlighted in the color of the tag. This highlight is also output when printing.
Full-row structure highlighting by a tag for which the “Full row” admin setting is active.
How to remove a tag?
Assigned tags can be removed by clicking 'X'. Click the purple brush icon (Reset tags).
The tags can be reset to the element default.
Remove an assigned tag
How to edit tags in multiple rows at the same time?
To edit tags in multiple rows, first select the desired rows and then select the appropriate broom tool:
The purple broom resets all highlighted rows in this column to their default values.
The yellow brush transfers the content of the selected row to all highlighted rows in this column.
How to search for a tag?
If a large number of tags are defined, we recommend using the search function to quickly find the tag you are looking for.
1.Click in the Tags column.
2.Click on the Plus icon.
3.Enter the search term in the "Search" row
Special features of tags in balancings
▪Tags can be defined per row in the work contents and are then always the same in all variants, for all assignments (for all operators).
▪If the same element is included several times in the work contents, different tags can be set for each row in the work contents.
▪Global elements that have already been assigned one or more tags retain these even if the element is used in a balancing. In this case, the tags are shown in italics. If these tags are changed in the balancing, they can be reset to the previous state using the broom tool.
▪If a tag is changed in the header of a global element or data basis, this change is not automatically updated in the balancing. If you want the change to also take effect in the balancing, the snapshot must be updated. In this case, the tags that were only changed within the balancing are overwritten.