Managing tagging rules for tag-based search and filtering

You can use the out-of-the-box tagging rules to group similar entities together, simplify the creation of entity filters, and manage the searching condition for the required group of entities. In addition, you can create and manage the custom tagging rules for the required tag types to improve the search results for required entities. 

Viewing the list of available tagging rules

To view the list of available tagging rules, Select Administration > Tag Management > Tagging rules. The Tagging rules page is displayed.

Example of the Tagging Rules table

Creating a custom tagging rule

You can create a custom tagging rule using an existing tag type to improve the tag-based search and filtering.

Before you create, ensure that required tag type is available. If the required tag type is not available, create the required tag type. For more details, see Managing-tag-types-for-tagging-rules.

To create a custom tagging rule:

1. Select Administration > Tag Management > Tagging rules and click Add tagging Rule.

   The Add Tagging rule page is displayed.

   

2. Enter values for the following parameters:
   • Name: Type the required name for the new tagging rule.
   • Description: Type the required description for the new tagging rule type.
   • Rule status: Select one of the following options to set the state of the new rule after creation:
     • Active: Automatically applies the tag associated with the new rule to the entities that match the rule condition when the Tagging Rule Manager task (system task) is run.
     • Inactive: Creates the rule without including in the Tagging Rule Manager task (system task). If you select this option, the tag associated with this rule will not be applied to the entities that match the rule condition when the Tagging Rule Manager task is run.

   • Rule type: Select one of the following options for the Rule type:

     Warning

     Note on tags and tag types

     • A tag name and tag type cannot contain the following special characters: 
       [ ] , : ; " | * & \ / ? $ £ ( ) { } ^ ~{{/code}}
       * A tag type must not exceed 50 characters.
       * A tag name (value) must not exceed 4000 characters.
3. Click Save.
   The required tagging rule is created and added to the list of available tagging rule.

Activating or deactivating a tagging rule

You can activate an inactive tagging rule to automatically apply the tag associated with that rule to the entities that match the rule condition when the Tagging Rule Manager task (system task) is run. You can also deactivate an active rule to remove the tag associated with that rule from the entities that match the rule condition when the Tagging Rule Manager task is run.

1. Select Administration > Tag Management > Tagging rules.
   The Tagging rules page is displayed.
2. For the required inactive tagging rule, click  to activate the rule.
   OR
   For the required active tagging rule, click to deactivate the rule.
   The required rule is activated or deactivated and the tag for the entities that match rule condition will be updated accordingly when the Tagging Rule Manager task (system task) is run.

Editing or deleting a custom tagging rule

You can edit or delete a custom tagging rule according to your requirement. You cannot modify or delete an out-of-the-box tagging rule.

1. Select Administration > Tag Management > Tagging rules.
   The Tagging rules page is displayed.
2. Click  or  to edit or delete the required custom tagging rule.

Related topics

Managing-tags

Managing-tag-types-for-tagging-rules

Examples-for-adding-tags-by-using-custom-tagging-rules

Working-with-tags