Tags
Tags can be added to help desk issues, opportunities or scheduled items in the Application Desktop as well as in the following Akuiteo portals: Web Portal, Agile Factory and Project. These tags are used to search for and filter issues, opportunities and schedules according to multiple criteria that you customize to meet your needs.
Tags can be created directly from a help desk issue, an opportunity or a scheduled item in the different Akuiteo portals. However, the main setup for tags can be accessed from General setup > Cross-cutting > Tags. A search results screen displays the list of all the tags set up for the company of the connected user.
Click on in the action bar to create a new tag or double-click on a tag to open its record sheet.
To set up a new tag, fill in the following fields:
Field | Description |
---|---|
Type |
Select the tag type from the drop-down list:
|
Code | Give a unique code to the tag. |
Label | Give a name to the tag. |
Valid until | If needed, enter a validity end date for the tag. After this validity date has passed, the tag can no longer be used. |
Color |
Click on the colored sticker to associate a color with the tag. This color is used in the Desktop and the different portals to quickly identify the tag. Click on |
Icon |
Click on the sticker to associate an icon with the tag. This icon is used in the Desktop and the different portals. Click on |
Comment | Add a comment. |
To delete a tag, open the desired tag record sheet, click on from the menu bar then confirm the deletion.
Note
A tag cannot be deleted if it is already linked to a help desk issue, an opportunity or a scheduled item.