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Creating Tags for Data Sources
Creating Tags for Data Sources

This article shows how to create tags on the Data Sources page to offer better categorization for Majors, Terms, Degrees, Campuses, Schools

Luka Soc avatar
Written by Luka Soc
Updated over a week ago

On this Page:


Creating Tags

To to create Tags for Data Sources, first go to Data + Automations on the main navigation bar, and select Data Sources.
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Select the property that we would like to tag by clicking on the corresponding tab. For example, let's use Majors:


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Create a tag by clicking the Add Tag button. When the popup opens, simply type the tag name and press Enter to save it, or select previously created tags from the dropdown:


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You can edit existing tags by pressing the blue pencil icon that appears upon hovering the existing tag. You can then add or remove new tags to the major, just remember to hit the Done button.


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Done! You've tagged a major.

How to Use Tags

With tags, you are able to create a more granular view of your data sources by filtering through the tag options you previously created:


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Keep in mind, tags are only a method for quickly filtering data sources. They are not able to be used as filters for Reference Data Sources, or as conditions in Forms. You'll need to use other properties of the data source for those applications.

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