IBM BPM version 8.6.0 cumulative fix 2018.03

Tagging library items

To quickly sort and organize library items in your process applications and toolkits, use the tags and tag groups that are available in IBM® Process Designer. You can sort library items by type, name, or tag. By default, they are sorted by type.

Procedure

To view, create, apply, or remove tags and tag groups for library items:

  1. In Process Center, open a process application or toolkit in IBM Process Designer.
  2. Choose the appropriate action in the following table:
    Action Instructions
    View tags and tag groups To sort the library items by tag:
    1. In the library, click a category.
    2. Select Tag from the drop-down list.

    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 to display all the applied tags in a tooltip.

    To view the tags or tag groups that have been applied to a specific library item in a category:

    1. In the library, click the category that contains the library item. A list of library items is displayed.
    2. Beside the appropriate library item, click the arrow icon to launch the context menu.
    3. In the context menu, select Tags to display the tags and tag groups. The names of the tag groups are appended to the bottom of the menu list.
    4. Expand one or more tag groups to display their tag values. If a check box is selected beside a tag value in a tag group, the tag group has been applied to the library item.
    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.
    Create tags and tag groups To create new tags and tag groups for a library item:
    1. In the library, click the category than contains the library item. A list of library items is displayed.
    2. Beside the appropriate library item, click the arrow icon to launch the context menu.
    3. In the context menu, select Tags > New. The New Tag or Tag Group wizard opens.
    4. In the Tag name field, specify a name for the new tag.
    5. If you want a create an associated tag group, select the Create a new tag group check box and specify a name for the new tag group in the Tag group name field. (A tag value name must be specified in the Tag name field because a tag group requires an associated tag value.)
    6. Click FINISH. The tag or tag group is applied to the library item and it is now available to apply to other library items.

    To add new tag values to existing tag groups in a library item:

    1. In the library, click the category than contains the library item. A list of library items is displayed.
    2. Beside the appropriate library item, click the arrow icon to launch the context menu.
    3. In the context menu, select Tags > tag_group > New. The New Tag wizard opens.
    4. In the Tag name field, specify a name for the new tag value.
    5. Click FINISH. The new tag value is added to the tag group.
    Apply tags and tag groups To apply existing tags to a library item:
    1. In the library, click the category that contains the library item. A list of library items is displayed.
    2. Beside the appropriate library item, click the arrow icon to launch the context menu.
    3. In the context menu, select Tags to display a list of tags and tag groups.
    4. From the list, select the check box of the tag that you want to apply to the library item.

    To apply existing tag groups to a library item:

    1. In the library, click the category that contains the library item. A list of library items is displayed.
    2. Beside the appropriate library item, click the arrow icon to launch the context menu.
    3. In the context menu, select Tags to display a list of tags and tag groups.
    4. Expand the tag group that you want to apply to the library item and select the check box of a child tag value.
    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, click the arrow icon beside the library item to launch the context menu, then select Tags > Public. To view all the assets from the current library and the dependencies that are tagged as public, expand Smart Folders > Public.
    Remove tags and tag groups To remove a tag from a library item:
    1. In the library, click the category that contains the library item. A list of library items is displayed.
    2. Beside the appropriate library item, click the arrow icon to launch the context menu.
    3. In the context menu, select Tags to display a list of tags and tag groups.
    4. Clear the check box beside the tag that you want to remove from the library item.

    To remove a tag group from a library item:

    1. In the library, click the category that contains the library item. A list of library items is displayed.
    2. Beside the appropriate library item, click the arrow icon to launch the context menu.
    3. In the context menu, select Tags to display a list of tags and tag groups.
    4. Expand the tag group that you want to remove from the library item and clear the check box of the selected child tag value.
    Note: Although you can remove tag and tag groups from a library item, you cannot manually remove them from the tags list. However, user-created tags and tag groups are automatically removed from the tags list and the system when they are no longer referenced by any library items.
Parent topic: Managing library items in IBM Process Designer