Tags/ Kategorien

1. Wofür sind die Tags?

Tags gebraucht man um Vorlagen und Hierarchien zu kennzeichen, sie nach dem Satz der Tags zu filtern und sortieren.

2.How do I create, change, and delete a tag?

There are two ways to create a Tag. To use the first method go to the Tags page.

All Tags will be displayed on this page. The GLOBAL tag already exists on this page. By default, this tag is assigned to all new templates and hierarchies.

Let's create a new tag using the Create Tag button.

A Tag can be edited by clicking on its name.

The second way to create a Tag, that is available in the Create Template and Create Hierarchy dialogs, will be shown below.

3.How to assign a tag to a template?

In order to assign a Tag to a Template, let's first go to the Templates page and click the Create Template button.

Let's fill in the required fields for the template: Template name and Scope. You can find the documentation on creating templates here. Let's see how to fill in the Tags field.

You have to enter at least three characters and the plugin will offer you all tags that contain such a set of characters in their names. You can select the Tag marked with the "(new)" marker. After creating a template, this new Tag will appear in the system. You can also select an existing Tag from the list.

If you do not select any Tags when creating a template, then the Global Tag will be set by default.

Searching for Tags by name is case sensitive.

4.How to assign a tag to a hierarchy?

In order to assign a Tag to a Hierarchy, first, we need to go to the “Create Hierarchy” page. Once there, enter the desired Tags into the corresponding field. You can find the documentation on creating hierarchies here.

You have to enter at least three characters and the plugin will offer you all tags that contain such a set of characters in their names. You can select the Tag marked with the "(new)" marker. After creating a hierarchy, this new Tag will appear in the system. You can also select an existing Tag from the list.

5.How to remove/delete the tag?

5.1 Remove Tag from the Template or Hierarchy.

Any Tag can be removed from the template by clicking on the cross icon of this Tag. This operation can be done both when creating a template and when editing it.

5.2 Delete Tag from the System.

To delete the Tag from the system - click on the trash can icon.

You will receive a warning that if the Tag is being used in any template or hierarchy, it will be removed from them. If the template or hierarchy contains only the Tag you want to delete, then the Global Tag will be set instead.

⬇

⬇

6.How to filter templates and hierarchies using tags.

Let's get started on the Templates page. The picture shows a Tag Picker and a column with tag values.

Enter the name of the tag you want in the Tag Picker field. As a result, only templates containing this tag will be displayed on the page.

For example, let's select the bookkeeping tag. We will get the following picture:

If we select several tags at the same time, then the page will display templates that contain at least one of these tags:

Filtering hierarchies is done in a similar way.

Let's choose the hierarchies for the marketing and accounting department: