Configure Tags in the Back-Office

The following guide describes how you can configure tags in your Oro application. Tags are located under System > Tags Management in the main menu.

Note

See a short demo on how to create tags or continue reading the guidance below.

Enable Tags for Entity

Prior to starting your work with tags, ensure that tagging is enabled for the required entity.

To enable tags for entities:

1. Navigate to the main menu and click System > Entities > Entity Management.

2. Click at the end of the required entity’s row to open its edit form.

3. In the Other section, select Yes in the Enable Tags field.

   

4. Click Save and Close.

   Note

   Please note that if you wish to disable tags for an entity, this will irreversibly erase all its existing tags.

Create Tags

Tags can be created in a number of ways:

1. From the Tag page under System > Tags Management > Tags.

2. From the general page of an entity (ensure that tagging is enabled for the required entity).

3. From the details page of an entity.

From the Tag Page

1. Click Create Tag to create a new tag.

2. Define the following fields:

   • Owner — Limits the list of users who can manage the tag.

   • Name — Specify the name for your tag.

   • Taxonomy — Select the taxonomy to which the tag will be assigned.

3. Click Save and Close.

From the General Page of an Entity

1. Navigate to Customers > Accounts in the main menu or select any other entity to create a tag for.

2. Within the list of an entity, select the required entity and click edit.

3. Specify tags for the entity. You can enter multiple tags for one entity.

   

4. Click to save the tags for the entity.

From the Details Page of an Entity

1. Navigate to Customers > Accounts in the main menu or select any other entity to create a tag for.

2. Click the required entity to open its details page.

2. Click edit in Tags.

   

3. Specify tags for the entity. You can enter multiple tags for one entity.

   

4. Click to save the tags for the entity.

   

Manage Tags From the Grid

Navigate to System > Tags Management > Tags.

Within the tags list, you can:

1. Search records by a tag:

2. Edit the selected tag:

3. Delete a tag from the system:

4. Filter tags:

5. Configure grid settings for tags:

View Tagged Content

Clicking the selected tag will redirect you to a page where you can view all the records that have been assigned to your selected tag. This way you can search for any required tag within the system.

For instance, clicking Gold will redirect you to the page with a list of all records that have Gold as a tag.

The number in brackets indicates the how many records within the group are assigned to the selected tag.

Tags in Reports

It is possible to filter your reports by tags. For instance, we can create a report that will show contacts tagged as Gold. To do that:

1. Navigate to Reports&Segments > Manage Custom Reports.

2. Click Create Report and fill all the required information in the General, Designer and Chart Designer sections as described in the Create a Custom Report guide.

3. Within the Filters section, add the Field Condition by dragging it to the right.

4. Select Contact > Tags.

5. Enter is any of Gold.

6. Click Save and Close.

You can create any reports of your choice and filter them by tag in a similar manner.