Automate Setting / Unsetting a Tag
- 02 Mar 2026
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Automate Setting / Unsetting a Tag
- Updated 02 Mar 2026
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Create rules set or unset a tag on the student record. If setting and unsetting the same tag using rules, then an exclusivity group is required. Rules with an exclusivity group require a priority. If a tag is only being set, then no exclusivity group is necessary.
Rule 1 - Set a Tag
Rule 2 - Unset a Tag
Rule 1 - Set a Tag
To set a tag on a Person Record:
Click Database in the top navigation bar and select Rules.
Click New Rule.
Enter the following configurations in the popup window:
Name - Set (Name of Tag) Tag
Type- Configurable Joins
Base - Person
Rule Type - Tag
Rule Trigger - Upon Update (Deferred)
Folder - Tags
Exclusivity Group - Set (Name of Tag) Tag
Non-deterministic - Rule is deterministic and has an exclusive priority.
Priority - 1
Click Save.
Configure the appropriate filters:
Select the filter criteria to determine the population who should have this tag set on their record.
Configure the appropriate action:
Tag - Select the tag to be set.
Action - Select Set.
Rule 2 - Unset a Tag
This rule will remove the tag for records who do not meet the criteria for the Rule 1. Remember that rules will override any manual action taken on a record. If a tag is manually unset, but the record meets the filter criteria for the “set tag” rule, the tag will be set the next time the rule runs. Additionally, all records that meet the filter criteria for the highest priority rule in your exclusivity group will receive the tag, and no other rules in the exclusivity group will be evaluated. If Rule 2 is being evaluated, it means that the record does not meet the criteria to have the tag set by Rule 1. Therefore, the tag should be unset.
Click Database in the top navigation bar and select Rules.
Click New Rule.
Enter the following configurations in the popup window:
Name - Unset (Name of Tag) Tag
Type- Configurable Joins
Base - Person
Rule Type - Tag
Rule Trigger - Upon Update (Deferred)U
Folder - Tags
Exclusivity Group - Set (Name of Tag) Tag
Non-deterministic - Rule is deterministic and has an exclusive priority.
Priority - 2
Click Save.
Configure the appropriate filters:
Select the filter criteria to determine the population who should have this tag unset on their record.
Configure the appropriate action:
Tag - Select the tag to be unset.
Action- Select Unset.
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