Tagging library items

To quickly sort and organize library items in your process applications and toolkits, use tags or tag groups. By default, you can sort library items by name or by type.

Before you begin

To view, attach, or remove a tag group, you must be in the Process Designer desktop editor.

About this task

The names of the tags that have been applied to a library item are displayed in parentheses after the name of the library item. If there are more applied tags than can be displayed in the parentheses, you can hover over the library item in the Process Designer desktop editor to display all the applied tags in a tooltip.

Important: To view all the tags that are available, such as the Public tag, ensure that you update the System Data Toolkit to System Data Toolkit V8.0 or later.

Viewing tags

To see the tagged items that are stored in the library, select a category and select Tag from the list.
To view the tag groups that have been applied to the library item in the Process Designer desktop editor, right-click the library item and select Tags. The names of the tag groups are appended to the bottom of the menu list.

Removing tags or tag groups

To remove a tag from a library item, click the library item and select Tags > [Tag_name]. The selected tag is no longer associated with the library item.
To remove a tag group from a library item in the Process Designer desktop editor, right-click the library item and select Tags > [Tag_group] > [Tag_value]. The selected tag group and its value are no longer associated with the library item.

Procedure

To apply a tag or tag group, complete the following steps:

Select a library item and click Tags.
From the list, select the tag that you want. To choose multiple library items in a category, press and hold the Ctrl key and then click each item.
Tip: You can use the Public tag for assets that can be accessed across a toolkit and its dependencies. To add a public tag to the library item, right-click the item and click Public. To view all the assets from the current library and the dependencies that are tagged as public, expand Smart Folders > Public in the Process Designer desktop editor.