Tags allow you to group reference data items for better organization and easier filtering within the platform. While tags can help streamline navigation and reporting, their primary use case today is in expiry trigger setup.
When creating an expiry trigger, you’ll have the option to apply it to:
Specific reference data items, or
Tags, which apply the trigger to all reference data linked to the selected tags.
This makes it easier to automate expiry tracking across similar items without configuring each one individually.
Note: Only Company Administrators have permission to create, edit, or delete tags.
Here is step by step process on how to work with Tags on Reference data:
Step by step process on how to create and delete a tag for reference data :
Step 1 : Navigate to Settings > “Tags”
Step 2 : Click on “Create” > Enter the name of the tag > Select “Product master data” as the type > choose the color of the tag > click on “create”
Your tag for the reference data is now created
How to Delete a Tag :
Navigate to Settings > Tags > search for tag > navigate and click on the “Bin” icon on the left
Now go to any Reference Data > navigate on Tags dropdown > select the tag and click on Save
A reference data can have multiple tags at once.
