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Using Tags to Organize Majors, Terms, Degrees, Campuses, Schools, and Courses
Using Tags to Organize Majors, Terms, Degrees, Campuses, Schools, and Courses

Learn how to create tags on your Data Sources to better categorize Majors, Terms, Degrees, Campuses, Schools, and Courses.

Luka Soc avatar
Written by Luka Soc
Updated this week

Overview

Tags allow you to create a more granular view of your data sources by filtering through the tags you create. This capability makes it easier to organize and access the specific data you need, enhancing your overall data management experience.

Tags are labels you can assign to data sources to categorize and filter them effectively. While they serve as an excellent method for quickly filtering, it’s important to note that tags cannot be used as filters for Reference Data Sources or as conditions in Forms. For these applications, you’ll need to rely on other properties of the data source.

In this article, we’ll walk you through the steps to add and manage tags for your data sources.


Adding and Managing Data Source Tags

Adding Tags

  1. Navigate to Data + Automations > Data Sources.

  2. Select the property that you would like to tag by clicking on the corresponding tab.

  3. The table for the property you selected has a column titled Tags. Click the + Add Tag button.

  4. When the popup opens, simply type the tag name and press Enter to save it or select a previously created tag from the dropdown.

Editing/Removing Tags

  1. Select the property that you would like to tag by clicking on the corresponding tab.

  2. Locate the property you wish to which you wish to remove the tag.

  3. Hover over the property's existing tag(s).

  4. Click the blue pencil icon that appears upon hovering.

  5. Click the X icon next to a tag to remove it.

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