Hiding/disabling the "Add Tag" menu item in a form to prevent users to create a tag


Description

In some situations, you may want to prevent some or all users to create a tag in your instance for a particular form or all forms.

Release or Environment

Madrid, NewYork, Orlando

Cause

There are no restrictions implemented by default that can prevent users to create a tag. So, all users can create a tag via the "Add Tag" menu item for a case, an incident, a problem and so on.

Resolution

There are 2 ways to prevent users to create a tag.

 

1- The "glide.ui.show_form_tags_bar" system property:

The "Add Tag" menu item in a form is hidden if the value of the "glide.ui.show_form_tags_bar" system property is set to false. Please be informed that this change affects all users in the instance. So, no users can see the "Add Tag" menu in a form to create a tag.

 

Please be informed that the "glide.ui.show_form_tags_bar" has no affect on the list view. The users are still be able to add a tag to the records in a list view even if the system property is set to false.

2- Restricting only certain roles/users via ACLs:

The platform evaluates if the current user can see the "Add Tag" menu item via the "sys_tags" column of the current table. A read ACL pointing to the "Tags" column of a certain table can be created to prevent certain roles/users to access to the "Add Tag" menu item. The ACL approach also has an affect on the list view. The users are not able to add a tag to the records in a list view if the appropriate ACL is setup for that particular table. Please see the attached screenshot for the "incident" table. Based on that ACL, only the admin users can see the "Add Tag" menu item in the "incident" form.

 

PS. In some situations, you may want to keep the "Add Tag" menu item visible for all users. But, you may only want them to choose from existing tags that can be auto-suggested by the tag text field, not to create new tags. Unfortunately, this functionality is not supported currently.