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Create a child tag

This flow describes how to add a child tag under a root tag in MANSOQ. A child tag gives users a fixed set of choices under one parent. When a user applies tags to a record, only one child tag from the same parent applies at a time. If the user…

3.1 · versioned documentation · 2 min read

Overview

This flow describes how to add a child tag under a root tag in MANSOQ.

A child tag gives users a fixed set of choices under one parent. When a user applies tags to a record, only one child tag from the same parent applies at a time. If the user selects another child under the same parent, MANSOQ replaces the current selection. Root tags without children do not have this limit. Users can combine them freely.

Pre-requisites

Permissions

Permission Access
Can Create Tag Config on Facility Lets you create a tag in the facility. Facility Admin and Admin have this permission.

Steps

1. Open the root tag

Open the detail page of the root tag. See the View tags flow.

2. Start the child tag form

Go to the Child Tags section. Select Add child tag. MANSOQ opens the same tag form that you use for a root tag. MANSOQ links the new tag to the parent tag.

3. Complete the tag form

Enter the details of the child tag.

Components What it captures
Display name The name that users see for this tag.
Category The category of the tag. MANSOQ fills this field from the parent tag.
Resource The record type that the tag applies to. MANSOQ disables this field. A child tag always uses the resource type of its parent.
Priority The order of the tag in lists. MANSOQ sets the priority of the parent as the default value.
Status The status of the tag.
Description More information about the tag.

You enter Display name, Status, and Description in the same way as for a root tag.

4. Save the tag

Select the submit button.

Expected Outcome

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.