Introduction

The JS7 - Tagging offers to manage tags for orders. This is different from JS7 - Tagging - Workflows. An order can be assigned any number of tags.

Tags can be used to filter display of workflows and orders.

• 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 order.

FEATURE AVAILABILITY STARTING FROM RELEASE 2.7.1

Managing Order Tags

Scheduled Orders

Order Tags are managed from the inventory with the Configuration view. JS7 - Schedules allow to add any number of tags:

Ad Hoc Orders

Ad hoc orders are added to workflows on-the-fly from the Workflows view. This allows to add tags:

Applying Order Tags

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

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

The views offer to select Order Tags from the left panel. When selecting Order Tags then workflows only will be displayed that are assigned orders holding the given tags. Consider to adjust the Order Filter as by default today's orders only are displayed:

Explanations:

• The left panel allows to select individual Order Tags or all Order Tags available. Selected order tags will be made available from other views too.
• Display is limited to workflows being assigned orders holding one or more of the selected Order Tags. This means that any orders assigned the workflow will be displayed as long as one or more orders carry the related Order Tags.
• The Filter display of Order Tags checkbox further limits display to orders only that are assigned one or more of the selected Order Tags.