Create a Tag Category

In Loftware Enterprise SP, users can categorize certain objects by assigning tags to them. Each tag has a category and a value. A tag can be assigned to an application, business rule, data service, device group, facility, field data catalog, form, image, integration, label template, layer object, layout, process, Remote Site, reusable object, user, or workflow template. If an object is version-controlled, you can only add or change tags assigned to the current checked-out version, and you cannot change tags in a previously checked-in version.

When creating a tag category, you must decide whether to make it static (the user selects a tag value from a fixed list of values) or variable (the user types in a tag value). For any static tag category that you create, you must also create the list of tag values associated with the tag category.

To create a tag category, use the following procedure.

1. In System , click Tag Management.
2. Click New Tag Category.
3. In the Tag Category Info panel, enter a name and description for the tag category. The name will be displayed to users in the Tag window but the description will not.

   Note: You cannot change the name of the tag category after you save the tag category for the first time.

4. For Type, specify whether the tag category is a static tag category or a variable tag category.
   • Static: Has a name and a list of associated values.
   • Variable: Has a name and allows users to type in values to associate with the tag category.

Note: You cannot change the type of the tag category after you save the tag category for the first time.

5. For Class, specify whether the tag category is a document class or service class.
   • Document: A tag associated with an application, business rule, data service, device group, facility, field data catalog, form, image, integration, label template, layer object, layout, process, Remote Site, reusable object, user, or workflow template.
   • Service: A tag associated with a Loftware Application Server in a Loftware Enterprise SP environment with distributed services.

   Note: You cannot change the class of a tag category after you save the tag category for the first time.

6. Click Save .
7. If you are creating a static tag category, do the following in the Tag Values panel.
   1. In the Associated Values field, enter a possible value for the tag, and then click Add. Repeat for each value that the tag can have.

      Tip: To delete a value in a static tag category, click the value and then click Delete .

   2. Click Save .

Tip: To assign a tag to an object or to change the value of an assigned tag, see Categorize an Object.