¶ Using Tags in Diri
Tags are your own labels for grouping and finding records, for example by department, project, customer segment or contract type. Tags are available in many lists and forms, including vendors, IT systems, assets, events, treatments, processing activities, business processes and customers.
¶ Create tags
Tags are defined by an administrator (or another user with access to Settings).
- Open Settings and select General > Tags.
- Under Define custom tags, select Add and enter the Tag name.
- Turn on Inherit if the tag should also be available in sub-organisations.
- Select Save.
Tags inherited from a parent organisation are read-only in the sub-organisation; they are edited where they were created. Framework controls have their own tags, managed under Settings > General > Framework tags.
¶ Show tags in a list
- Open the list where you want to use tags and select Configure in the table toolbar.
- Move Tags from the source list to the destination list, and place it where you want the column.
- Select Next.
See Advanced tables for more about configuring columns.
¶ Add tags to records
Turn on edit mode in the list (the pen icon) and choose tags in the Tags column, or choose them in the Tags field when you open the record's form.
Once records are tagged, use Filter to find them by tag, and Download CSV to export them with their tags. See Filtering and sorting lists.