Setup > Tags

You can use the Tags area to manage tags for your organization. Tags allow you to assign groupings to plan design items (such as rules or rate tables), thereby making it easier to filter and find related items.

You can use tags in the following ways:

• General Tags
  • Filter to find items quickly by tag name
  • View multiple related plan design items across various Plan Design areas, displayed in a single listing
  • Archive items to hide them from lists, by default
    Note that archiving items from the user interface reduces the number of items visible from the respective Plan Design area. You can use this to hide rate tables or rules from past plan years, for example, so that the items do not appear in lists in the Rate Tables or Rules Library areas respectively. The hidden items do however continue to be visible in applicable areas, such as Incentive Statements, plan documents, or related Plan Design areas.
• Rules Tags
  • Group rules together for easier assignment and management across plans, instead of manually finding and adding individual rules to plans

You can use tags in several Plan Design areas, including the following:

• Quotas
• Formulas
• Rate Tables
• Attainment Measures
• Rules Library
• Draws
• Plans

Screen

Tags Screen

Fields

The following table describes the information you can specify when managing tags:

Field	Description
Tag Name	The name of the tag.
Description	An optional description of the tag.
Tag Type	The type of tag, either General (default value) or Rules.
Visibility	(General tags only) Controls the visibility of tagged items, from among the following options: Shown: Tagged items appear in the user interface, and can be filtered by tag name. Hidden: Tagged items do not appear in the user interface (results do not include items tagged with hidden visibility).

How to…

Display All Tags

Click the Setup tab, then click Tags in the secondary menu. The Tags screen appears.

• To find specific tags, type part of the name in the Find Tags text box, and click the  button. The search results appear. Click the button to clear the Find Tags text box and reset the search results.
• To sort the listed tags, click the Tag Name, Tag Type, or Visibility headings. Clicking a heading alternates the sort order between ascending and descending.
• To display a summary of the tag, select the corresponding tag to open the Summary tab. A panel appears showing the tag (optional) description. The number of items associated with the tag is listed in the Summary. To display all the items associated, click the Number of tagged items link. A dialog appears showing the item names and types.
  • To find specific items, type part of the name in the Find Items text box, and click the  button. The search results appear. Click the  button to clear the Find Items text box and reset the search results.
  • To download the current list of tagged items to your local machine (as a .CSV file), click the Download Items link.
  • To remove the tag from an item, hover over the item and click the Remove button that appears. A confirmation dialog appears. Click the Remove button to confirm the operation. Alternatively, click the Cancel button to dismiss the dialog without removing the tag from the item.
• To display the audit history for the tag, select the corresponding tag and click the Audit tab. A panel appears showing the audit history.
• Use the page navigation buttons to navigate between pages of tags.

Create a Tag

1. Click the Setup tab, then click Tags in the secondary menu. The Tags screen appears.
2. Click the Create Tag button. The Create Tag page appears.
3. In the Name field, type the name of the tag.
4. (Optional) In the Description field, type a description of the tag.
5. In the Tag Type field, choose the type of the tag using the drop-down list, either General or Rules. By default, the tag type is set to General.
6. In the Visibility field, select whether to show or hide the corresponding tagged items by default. The visibility setting only applies to General tags.
   note: In cases when an item is associated with multiple tags, and at least one of the tags is configured as “Shown,” the item appears in search results (in other words, the “Shown” visibility setting overrides the “Hidden” setting).
7. Click the button. Alternatively, click the button to dismiss the dialog without saving the tag. Confirm that you want to cancel the task without saving.

Edit a Tag

1. Click the Setup tab, then click Tags in the secondary menu. The Tags screen appears.
2. Hover over the tag, and click the Edit button that appears. The Edit Tag screen appears.
3. Modify the fields, as required. All fields can be edited.
   note: In cases when a tag already has associated items, the tag type cannot be modified.
4. Click the button. Alternatively, click the  button to dismiss the dialog without saving the tag. Confirm that you want to cancel the task without saving.

Copy a Tag

1. Click the Setup tab, then click Tags in the secondary menu. The Tags screen appears.
2. Hover over the tag, and click the Copy button that appears. The Copy Tag screen appears.
3. In the Name field, type a new name for the tag.
4. Modify any other fields, as required.
5. Click the button. Alternatively, click the button to dismiss the dialog without saving the tag. Confirm that you want to cancel the task without saving.
   note: Copying a tag does not copy the associated items.

Delete a Tag

1. Click the Setup tab, then click Tags in the secondary menu. The Tags screen appears.
2. Hover over the tag, and click the Delete button that appears. A confirmation dialog appears.
   note: Deleting a rules tag removes all associated rules from the corresponding plans.
3. Click the  button to delete the tag. Alternatively, click the button to dismiss the dialog without deleting the tag.

Upload Tags

1. Click the Setup tab, then click Tags in the secondary menu. The Tags screen appears.
2. Click the Upload Tags button. The Upload Tags dialog appears.
3. Click the link to download the upload template file. The template file downloads to your local machine.
4. Edit the template file to include the tag information, as required, and save the file.
5. Click the button and select the file you edited in the previous step.
6. Click the button. The upload operation creates new tags and updates existing tags, as required.
   note: Uploading tags creates new tags and updates existing tags.

Download All Tags

1. Click the Setup tab, then click Tags in the secondary menu. The Tags screen appears.
2. Click the Download Tags button. A dialog appears allowing you to save the file.
3. Save the file to your local machine.