Adding and removing tags from multiple objects in a Grid View

You can edit the tags for multiple objects by using the Manage tags button in Grid View.

Before you begin

You can add and remove tags from an object only under the following conditions:
  • The object type has tagging enabled.
  • The object must be unlocked.
  • You must have write access to the object.
  • You must be in the current reporting period.
  • When you are adding tags, the number of tags must be less than the maximum of 25 tags per object.
  • The object type has tagging enabled.
  • The object must be unlocked.
  • You must have write access to the object.
  • You must be in the current reporting period.
  • When you are adding tags, the number of tags must be less than the maximum of 25 tags per object.

Because you are editing multiple objects, some objects might meet these conditions while others might not. The objects that don't meet the conditions are not changed. For example, if you select two objects and one already has 25 tags, no tags are added to that object, but they are added to the other object. If one object is read-only due to security rules, the tag changes are not applied to that object but they are applied to the other objects. If any failures occur, a report is displayed to explain the failures.

For more information about tags, see Tags.

Procedure

  1. Open a Grid View.
    For more information, see Using Grid Views to find, open, and work with objects.
  2. Select all, one, or many objects with the checkmark and click Manage tags.
    The Manage tags panel opens. The number of objects that are selected is displayed.
  3. To add tags:
    1. In the Select tags to add drop-down box, you can either type characters to find tags or you can click the arrow to display a list of tags.
    2. Select the tags that you want to add.
  4. To remove tags:
    1. In the Select tags to remove drop-down box, you can either type characters to find tags or you can click the arrow to display a list of tags.
    2. Select the tags that you want to remove.
  5. Click Save.

Results

In the Grid View, you can see the changes that you made to the tags for the selected objects in the Tags column.