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Managing Tags

Last Updated: Jan 05, 2018 02:57PM MST
Tags are meta-information that can be used to describe or define some aspect of an entity within Documoto (part, page, chapter or media item). Within the Tenant Administration module, Administrators have the ability to create and manage part tags, page tags, chapter tags and media tags. Tags are created as keywords or terms and are useful in several areas of the Documoto user-interface. Below are some of the key functions of tagging entities in Documoto:
 
  • Searchable meta-data
  • Categorization
  • Classification
  • Reference Information
  • Noting Boundaries
  • Additional Part Information (Can be used in Part List Columns and Dynamic Naming)
  • Additional Page Information (Can be used in Dynamic Naming)
  • Additional Chapter Information (Can be used in Dynamic Naming)
  • Additional Media Information
 

Creating New Tags

1.Login to Documoto.
2.In the ‘Admin’ drop-down, select ‘Tenant Administration.’
3.Select ‘Tags’ under the ‘Miscellaneous’ section.
4.Click the ‘New’ button.



5.Enter the basic metadata tag name in the ‘Name’ field.
6.Under ‘Translations’ enter the public-facing tag name by clicking the ‘Add’ button and adding the name to the row that appears.
7.Continue to add tag names for each language or locale you support in the ‘Translations’ table.
8.If you are creating a media tag that will be searchable, determine where in the ‘Shelf Filters’ you would like to display the searchable field. Add the display order to the ‘Display Order’ field by typing in the display order or using the arrows to set the order.
9.Check off all the entity types that this tag will apply to next to ‘Entity Types(s).’
10.Check off ‘Searchable’ if you would like the tag to be searchable. (NOTE: Not all entity types are actually searchable, even if this setting is checked off.)



11.Check “In Shelf Filters?” for the tag to appear in the Shelf Filters.
12.Select the tag ‘Input Type’ from the drop-down of options:
 
  • TEXTFIELD: Requires publishers to type in the text tag value and end-users to enter the text tag value when searching.
  • LISTBOX: Creates a selectable drop-down. (Ex. Limited model options)
  • RANGE: Allows you to enter a numerical range or alphabetical range using prefixes and suffixes. (Ex. Serial number range)

13.If you have selected ‘TEXTFIELD’ or ‘LISTBOX’ as your ‘Input Type,’ determine if there are any specific properties you want to apply to the tag.
 
  • Use As Additional Part Number: Used for Part Tags only as an additional part number.
  • Use As Net Geometry ID: Related to 3D Images and the Net Geometry ID in SolidWorks.
  • Use as Tag Group
  • In Partslist?: Is this a part tag that should appear in the parts list?
  • Highlightable?: If the part tag appears in the parts list setting is checked, this property will highlight the tag in the part list columns.
  • Wildcard Search?: Enabling a wildcard search will return items ‘like’ the search term used, rather than searching for the ‘exact’ search term only.



14.If you have selected ‘RANGE’ as your ‘Input Type,’ you have the following options:
  • Enforce Numeric Size of: This option allows you to require a certain number of characters to be entered when adding range type tags to entities.
  • PREFIX and SUFFIX: The drop-down allows you to select whether this tag has prefixes, suffixes or neither.
  • EXAMPLE: If your serial numbers looked like HY00000 and TR55555, you would configure your range as shown in the screenshot below.



15.Click ‘Save’ to save your new tag. It will now appear in the ‘Tags’ grid.


 

Editing and Deleting Tags

Note: ‘System’ tags are automatically created by Documoto when your tenant is created. They are required for certain processes in Documoto (ex. supersession) and cannot be deleted.

1.Login to Documoto.
2.In the ‘Admin’ drop-down, select ‘Tenant Administration.’
3.Select ‘Tags’ under the ‘Miscellaneous’ section.
4.Select the tag you wish to edit or delete in the ‘Tags’ grid by clicking on it.
5.Once the tag row is highlighted, select the ‘Edit’ or ‘Delete’ button.
NOTE: Be careful when editing or deleting existing tags that have been already been applied to entity types. If you have questions about the potential impact of modifying or removing an existing tag in your production site, contact the support team at Support@digabit.com.



6.If you are editing the tag, ensure that you click ‘Save’ after you are done making changes. If you are deleting the tag, select ‘Yes’ in the ‘Confirm Removal’ pop-up.

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