Introduction

The JS7 - Tagging offers to manage tags for workflows. A workflow can be assigned any number of tags.

Tags can be used to filter display of workflows.

• Folders are the basic means to store workflows and related objects in hierarchies.
• Tags offer filtering independently from folder hierarchies. They allow highlighting what is relevant and can carry information important to operations teams such as the business process assigned the workflow.

FEATURE AVAILABILITY STARTING FROM RELEASE 2.7.0

Managing Workflow Tags

Adding Tags to Workflows

Workflow Tags are managed from the inventory with the Configuration view. The right panel includes the list of tags assigned a workflow:

Clicking the "Manage Tags" link in the right panel brings up the list of assigned tags offered for modification:

Managing Tags by Folder

Users can invoke the Manage Tags operation at folder level from the tree menu item. This allows to populate all workflows for the given folder with tags:

The resulting popup window offers to manage tags, optionally recursively to any sub-folders:

Operations offered include

• to add tags,
• to expand the list of workflows assigned the given tag,
• to collapse the list of workflows,
• to delete the given tag.
  
  

Ordering of Tags

The Configuration view in its left panel offers to switch from Folders to Workflow Tags:

Explanations:

• This allows to limit display of workflows to the ones matching selected tags.
• The following operations are offered for ordering of tags:
  •  sort in ascending alphabetical order
  •  sort in descending alphabetical order
  •  manual odering by moving tags with the mouse
• Ordering of tags is considered when applying tags for filtering.

Applying Workflow Tags

In a number of views tags can be used to apply filtering of workflows

• Workflows view
• Orders Overview
• Daily Plan view
• History view

In the related view users can select the Workflow Tags sub-tab:

Explanations:

• The sub-tab offers the following operations:
  • select tags individually
  • add all all tags to selection
  • remove all tags from selection
  • search for tags by name, use * for left-truncation of tag names
• The details panel displays workflows that match one or more of the selected tags