Tags
Content & Templates › Tags manages the tags of the datasource: create, rename, describe, colour and delete them. Which templates carry a tag is set on the template. The System Administrator, Template Administrator or Campaign Administrator role is required.
Tag list
The list shows the name, the description and the number of templates that carry the tag. Only published templates are counted. A dot in front of the name shows the tag's colour, the Color column with the colour value can be shown via «Columns».
| View | Content |
|---|---|
| Standard | All tags, sorted by name. |
| In use | Tags carried by at least one published template. |
| Unused | Tags without a published template. A tag carried only by drafts appears here as well. |
| Most used | All tags, sorted by number of templates in descending order. |
After selecting one or more rows, bulk actions are available:
- Export: downloads the selected rows as CSV.
- Delete: deletes the selected tags one after the other, with the same effect as deleting a single tag. If an entry fails, a summary states the number of deleted and failed entries.
The search (Ctrl+K) finds tags by their name or ID and selects the hit in the list.
Creating and editing a tag
«New tag» opens a dialog for creating a tag. Clicking a row opens the tag to the right of the list on the Properties tab. Changes take effect with «Save».
| Setting | Meaning |
|---|---|
| Name | Required, at most 200 characters. The name must be unique within the datasource, regardless of upper and lower case. The characters ; and | are not allowed, because they separate several tags in tag filters. |
| Description | Optional, at most 2000 characters. |
| Color | Optional. «Set color» sets a colour that can be changed via the colour field. «No color» removes it. The colour is stored as a hex value in the format #RRGGBB. |
Names and colours stored by primedocs Desktop, the DataSourceAdminApp or a package import are checked by the Web Admin only when they are changed. An existing duplicate name is therefore kept until the tag is renamed. The clients pick up changed and deleted tags with their next synchronization.
Templates keep a renamed tag. Tag filters, for example of campaigns, successor documents and Connect, however, refer to the tag by its name. After renaming, update the name there, otherwise the filters no longer find any templates through this tag. The Web Admin points this out when renaming.
Deleting a tag
«Delete tag» in the action menu (⋮) of the open tag removes the tag from the datasource and from every template and draft that carries it. The confirmation dialog states the number of published templates affected. Deleting cannot be undone. Tag filters that use the tag's name no longer find any templates through it.
In the same menu, «Copy ID» copies the tag's ID. Tags can be transferred to another datasource with export and import.