Difference between revisions of "Managing Tags"

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(Created page with "==Introduction== {{Template:TOC|Managing Favorites|Data Sources and Tables}}")
 
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==Introduction==
 
==Introduction==
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You can use tags to organize and quickly find views.
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==Defining View Tags==
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When the view is displaying, select Tags from the File menu. When listing views, select "Edit tags" from the context menu. The View Tags dialog allows you to review, add or edit the list of tags assigned to this view.
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[[File::view_tags.png]]
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==Finding Views with a Tag==
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To find all the views with a given tag, select "Tag Looking" from the View menu. This dialog allows you to find a tag and then list all the views with this tag.
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[[File::tag_lookup.png]]
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==Adding a Tag Folder to Favorites==
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If you frequently need to list all the views for a given tag, you can add this list to favorites simply by selecting "Add favorite" from the File menu while the list is displaying.
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==Things You Need To Know About Tags==
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* Tags are short bits of text, but they can contain spaces and symbols. Here are examples of valid tags: "HR", "Weekly Reports", "*", "version 1.0", "Chicago, Illinois"
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* Tags may not use a black slash. The back-slash character is reserved for future use.
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* A view can have multiple tags. When specifying multiple tags, separate them using a comma. If you need to use a comma in your tag, then enclose the tag in double quotes (for example, "Chicago, Illinois").
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* When you make a copy of a view, tags are not copied.
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* You cannot tag a view that is owned by another user (except if it's shared), or by the system.
  
 
{{Template:TOC|Managing Favorites|Data Sources and Tables}}
 
{{Template:TOC|Managing Favorites|Data Sources and Tables}}

Revision as of 19:09, 20 March 2015

Introduction

You can use tags to organize and quickly find views.

Defining View Tags

When the view is displaying, select Tags from the File menu. When listing views, select "Edit tags" from the context menu. The View Tags dialog allows you to review, add or edit the list of tags assigned to this view.

[[File::view_tags.png]]

Finding Views with a Tag

To find all the views with a given tag, select "Tag Looking" from the View menu. This dialog allows you to find a tag and then list all the views with this tag.

[[File::tag_lookup.png]]

Adding a Tag Folder to Favorites

If you frequently need to list all the views for a given tag, you can add this list to favorites simply by selecting "Add favorite" from the File menu while the list is displaying.

Things You Need To Know About Tags

  • Tags are short bits of text, but they can contain spaces and symbols. Here are examples of valid tags: "HR", "Weekly Reports", "*", "version 1.0", "Chicago, Illinois"
  • Tags may not use a black slash. The back-slash character is reserved for future use.
  • A view can have multiple tags. When specifying multiple tags, separate them using a comma. If you need to use a comma in your tag, then enclose the tag in double quotes (for example, "Chicago, Illinois").
  • When you make a copy of a view, tags are not copied.
  • You cannot tag a view that is owned by another user (except if it's shared), or by the system.