Tag Groups

If a custom field will use tags as values in a pull-down list, you'll need to first create tag groups and add tags to them. Then add the custom field configuration.

1. Select Tag Groups from the Administration > Configuration window, and that window opens.

2. Click Add, and the Add Tag Group window opens.

3. Complete the fields as described. Required fields are marked with a red asterisk.

• Tag Group: Enter a name.

• System Tag Group: Read-only. Only tag groups created by Harris staff will be designated as system tag groups.

• Parent Tag Group: If needed, select one of the other tag groups to be the parent to this tag group.

• External Code: Enter any external code as indicated by a government agency.

4. Click Save. The record is saved, and the command buttons become visible on the Tags grid.

5. Click Add on the Tags grid, and the Add Tag window opens.

6. Complete the fields as described. Required fields are marked with a red asterisk.

• Tag Group: Read-only: the tag group to which this tag belongs.

• Tag: Enter a name for the tag.

• External Code: Enter any external code as indicated by a government agency.

• Begin and End Dates: Enter dates as needed.

• System Tag: Read-only. Only tags created by Harris staff will be designated as system tags.

7. Click Save, or Save and Add to create additional tags.

When you're finished creating tag groups with their tags, continue with Custom Field Configuration.

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