{"id":47432,"date":"2019-06-16T22:51:15","date_gmt":"2019-06-17T05:51:15","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=47432"},"modified":"2019-06-16T22:51:15","modified_gmt":"2019-06-17T05:51:15","slug":"tagging-and-untagging-records","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/47432\/tagging-and-untagging-records\/","title":{"rendered":"Tagging and Untagging records"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>This article describes how to <i>Tag<\/i> and <i>Untag<\/i> records in<i> TopTeam<\/i>.<\/p>\n<p>You can tag records using the following methods:<\/p>\n<ol>\n<li>Using record detail editor<\/li>\n<li>Using List\/Tree editor<\/li>\n<li>Using Tag detail editor<\/li>\n<\/ol>\n<p>You can untag records using the following methods: <\/p>\n<ol>\n<li>Using record detail editor<\/li>\n<li>Using<i> <\/i>Tag detail editor<\/li>\n<\/ol>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<p>You must have required permissions to tag records in the repository. For more information, refer to the <strong>Granting permissions for creating Tags and Tagging records <\/strong>section of the <a href=\"http:\/\/www.technosolutions.com\/kb\/47404\/creating-tags-in-topteam\/\" target=\"_blank\"><u>Creating Tag(s) in TopTeam<\/u><\/a> article.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Tagging records<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">1. Using record detail editor<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1.1. Open a record, for example, Use Case<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545716084958.png\" width=\"800\" height=\"467\" alt=\"media_1545716084958.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1.2. Click Add to tag the record<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545716204162.png\" width=\"601\" height=\"649\" alt=\"media_1545716204162.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1.3. Use Case record has been tagged<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545716262106.png\" width=\"590\" height=\"310\" alt=\"media_1545716262106.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">2. Using List\/Tree editor<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2.1. Open a List\/Tree editor, for example, Use Case List<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1553753215660.png\" width=\"800\" height=\"569\" alt=\"media_1553753215660.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>You can open various <i>List\/Tree<\/i> editors such as<i> Requirements<\/i>, <i>Use Case<\/i>, <i>Review Packages<\/i>, etc. For more information, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/37253\/opening-list-and-tree-editors-in-topteam\/\" target=\"_blank\">Opening List and Tree Editors in TopTeam<\/a>\n <\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2.2. Select desired Tag(s)<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1528450628072.png\" width=\"553\" height=\"485\" alt=\"media_1528450628072.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">3. Using Tag detail editor<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3.1. Open a Tag record<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545716460600.png\" width=\"726\" height=\"549\" alt=\"media_1545716460600.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3.2. Drag-and-drop desired records to tag them<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545716650279.png\" width=\"788\" height=\"717\" alt=\"media_1545716650279.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong><font color=\"#000000\">NOTE :  You can Tag a <i>OneView Document<\/i>, <i>Collection<\/i> or any other containers such as <i>Review Packages<\/i>, <i>Releases<\/i>, etc. However, the contents of these artifacts will NOT be tagged. <\/font><\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Untagging records<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">1. Using record detail editor<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1.1. Open a record in its detail editor and go to Tags tab to perform untag action<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545716887918.png\" width=\"613\" height=\"383\" alt=\"media_1545716887918.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1.2. Confirm delete<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545716960320.png\" width=\"446\" height=\"117\" alt=\"media_1545716960320.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1.3. The record has been untagged from the selected Tag<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545717050652.png\" width=\"614\" height=\"344\" alt=\"media_1545717050652.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">2. Using Tag detail editor<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2.1. Select and right-click the record(s) that you want to untag<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545717158849.png\" width=\"800\" height=\"421\" alt=\"media_1545717158849.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: <i><font color=\"#000000\">Remove<\/font><\/i><font color=\"#000000\"> option is also available in the <\/font><i>Actions <\/i>drop-down menu<i>.<\/i><\/strong>\n  <\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2.2. Confirm delete<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545717229832.png\" width=\"392\" height=\"117\" alt=\"media_1545717229832.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2.3. Selected record(s) have been untagged<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/06\/media_1545717277547.png\" width=\"672\" height=\"431\" alt=\"media_1545717277547.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p>To understand the overall concept of <strong>Tags<\/strong>, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/47390\/using-tags-in-topteam\/\" target=\"_blank\">Using Tags in TopTeam<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: March 28th, 2019<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview This article describes how to Tag and Untag records in TopTeam. You can tag records using the following methods: Using record detail editor Using List\/Tree editor Using Tag detail editor You can untag records using the following methods: Using record detail editor Using Tag detail editor Who should read this? TopTeam Users Prerequisites You must have required permissions to tag records in the repository. For more information, refer to the Granting permissions for creating Tags and Tagging records section of the Creating Tag(s) in TopTeam article. Tagging records 1. Using record detail editor Step 1.1. Open a record, for <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[340],"class_list":["post-47432","post","type-post","status-publish","format-standard","hentry","category-repository","tag-tags"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-cl2","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47432","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=47432"}],"version-history":[{"count":1,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47432\/revisions"}],"predecessor-version":[{"id":47433,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47432\/revisions\/47433"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=47432"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=47432"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=47432"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}