System tags are categorizing labels that are applied to master definition items to help when filtering and searching. Multiple items can be associated with a tag, and one or more tags can be applied to an item.
Security Note
Users with Admin: 17.0 Update Event Creation and Editing Configurations = Yes permission in Series25 Group Administration will be able to create or edit tags.
Any users within a security group on a tag(s) will be able to see those categories listed on the tag, regardless of permissions to the abridged lists under Master Definitions. Any user with access to System Tags will be able to view all categories when creating/editing tags.
Currently, you can apply system tags to:
- Event Categories
- Organization Categories
- Location Categories
- Resource Categories
- Security Groups
- (To control which items groups can see — applied or removed within Series25 Group Administration)
Accessing System Tags
1. Go to the System Settings View
Image: The More menu in the top navigation bar has a link to the System Settings view.
After logging into 25Live as a user with appropriate permissions, open the More menu in the top navigation bar.
Image: The System Settings link is in the More menu.
2. Use the System Tags Section Link
Image: Find the System Tags section link in System Settings.
Tap or click on the System Tags section link.
Creating a New System Tag
1. Go to System Settings > System Tags
Use the path described above to go to System Settings then open the System Tags section.
2. Use the Create New Button and Add Basic Info
Image: Use the Create New button to begin creating a new system tag.
The Create New button will open the modal window with fields to complete.
Image: Start by completing the system tag name and description.
Begin by adding a Tag Name and a Description.
3. Select Security Groups
Image: The Select Security Groups button controls who will see objects using the tag.
Use the Select Security Groups button to open the search select view then check all security groups that should have permission to see items with this tag applied to them. As with all 25Live search-select views, you can type in the field to filter. The Select All and Select None buttons can save time but should be used with careful thought.
After selection, checked security groups will display under the button and can be removed using the X icon.
4. Choose Categories
Image: Open each category to enable then select individual items.
Use the down arrow icon
to open each category, then toggle the Disable/Enable control if you'd like your new tag to be applied to this category type.
The Select Categories button allows you to search and select the categories the tag will apply to.
Tip: Seeing Which Categories Are Enabled
Image: Easily see if a category is disabled or enabled in the title.
When any category section is closed, the title will display if it is "Disabled" or show the number of categories that are checked.
5. Save the New Tag
Use the Save button to save all your entries and choices.
Be careful if you choose to Cancel, as you will lose all entered information.
Managing and Editing Existing System Tags
1. Go to System Settings > System Tags
Use the path described above to go to System Settings then open the System Tags section.
2. Find the Tag to Manage in the List and Edit
In the Tag Management view, you'll see a list of all the tags set up in your instance. Type in the Filter field if you need to narrow the list (and remove your entry to see the entire list again).
Image: The Edit buttons are in the list of tags in the System Tags section of System Settings.
Use the Edit button to open the modal window with fields to change. Just as when creating a tag, you can edit and change selections for any available fields.
3. Save the Tag
Use the Save button to save all your entries and choices.
Be careful if you choose to Cancel, as you will lose all entered information.
Deleting a System Tag
1. Go to System Settings > System Tags
Use the path described above to go to System Settings then open the System Tags section.
2. Find the Tag to Delete
In the Tag Management view, you'll see a list of all the tags set up in your instance. Type in the Filter field if you need to narrow the list (and remove your entry to see the entire list again).
Image: The Delete buttons are in the list of tags in the System Tags section of System Settings.
Use the Delete button. You'll be presented with a dialog to confirm.
Warning: This action cannot be undone.
Filtering Searches Using System Tags
With permission, any user can filter by tags anywhere that they might use categories, such as searching for locations, organizations, events, and resources.
Examples
Image: You can Filter by Tags when Quick searching for objects.
- If you're performing a Quick search, you may use the Categories + link and then open the Filter By Tags dropdown to check categories and narrow your results.
Image: You can Filter by Tags when Advanced searching for objects and adding criteria.
- When toggled to Advanced search, add Categories as a criteria item, then open the Filter By Tags dropdown to check categories and narrow your results.