Tags appear on the Dashboard tab of a Record and are designed to identify populations at a high-visibility level. For example, setting the Test Record tag provides an easy way to identify records that were created to test your processes. Two tags are automatically included for Person Records in the Slate instance:
Opt Out
Test Record
The Opt Out tag has unique functionality. For more information, see the Opt Out Tag article.
⭐ Best PracticeTags provide a quick way to view or set high level information, but they should not be used in place of fields. Overpopulation of the Tags area makes these items less effective.
Creating a Person Record Tag
Select Database on the top navigation bar and select Tags.
Select Insert.
Enter the following configurations in the popup window:
Status: Set the status to Active.
ID: Create an ID that is all lowercase letters with no spaces (for example, "legacy").
Name: This is the name of the tag that will appear on the Dashboard tab.
Dataset: Leave the Dataset field blank.
Warning: (optional) Enter a warning message that will appear when a tag is being administratively set or unset.
Type: Select Scope of Person.
Order: By default, tags appear in alphabetical order. Add an order to override this behavior.
Show in Reader: Set to Active (this allows for tags to be visible when reading application.)
Select Save.
Setting and Unsetting Tags
To set or unset a tag on a record, all that is required is to click the tag on the right-hand side of the page. If the tag has a blue background, that means that Tag is set. If it has no background, that Tag has not been set.
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Tag Setting descriptions
Setting | Description |
|---|---|
Status | A tag that is no longer used should be set to Inactive.
|
ID | This is the code that Slate will use to store fields in the database. It is best practice to create an ID in lowercase with no spaces or special characters other than an underscore. Once this ID is set and in use, the ID should not be changed. This ID is used to store data in the database, and is not a value that most administrative staff will see. |
Name | Provide a display name for the tag. This may be updated, even if data already exists for the field. |
Dataset | Optional: Add a dataset to include the tag in a dataset. |
Scope | Select either Person or Application.
|
Warning | Optional: Enter a warning message that will appear when a tag is being administratively set or unset. |
Order | When configured, the tags will appear in the specified order. If left blank, the tags will be displayed in alphabetical order. |
Show in Reader | This setting allows for tags to be visible when reading application. |