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Edit a tag

This flow describes how to change the details of an existing tag in MANSOQ. Use this flow also to archive a root tag. Pre-requisites - You or another administrator created the tag at your facility. - You have the permissions listed below.…

3.1 · versioned documentation · 2 min read

Overview

This flow describes how to change the details of an existing tag in MANSOQ. Use this flow also to archive a root tag.

Pre-requisites

Permissions

Permission Access
Can Create Tag Config on Facility Lets you update a tag. Facility Admin and Admin have this permission.

Steps

1. Open the tag

Open the detail page of the tag that you want to change. See View tags for the steps.

2. Select Edit tag

Select Edit tag. MANSOQ opens the same form that you use to create a tag. The form shows the current values of the tag.

3. Change the details

Change the fields that you want to update.

Components What it captures
Display name The name of the tag that users see.
Category The group that the tag belongs to.
Priority The order of the tag against other tags.
Status The state of the tag, for example Active or Archived.
Description More information about the purpose of the tag.
Managing Organization The organization that owns the tag.

Note: The Resource field stays disabled. You cannot change the record type that a tag applies to after you create the tag.

To archive a root tag, set Status to Archived. A root tag has no separate Archive button. A child tag has a one-click archive action. See Archive a child tag.

4. Save the tag

Select the submit button. MANSOQ shows the message "Tag Config updated successfully".

Expected Outcome

Related

Concepts:

Flows:

Source evidence

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