<h2>Using tags</h2><br/><div style="overflow-x:auto"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta content="text/html; charset=UTF-8" /><meta name="copyright" content="(C) Copyright 2023" /><meta name="DC.rights.owner" content="(C) Copyright 2023" /><meta name="generator" content="DITA-OT" /><meta name="DC.type" content="concept" /><meta name="DC.title" content="Using tags" /><meta name="abstract" content="Use tags to filter records and view tagged documents. Remove a tag when it is no longer useful." /><meta name="description" content="Use tags to filter records and view tagged documents. Remove a tag when it is no longer useful." /><meta name="DC.subject" content="tags, using" /><meta name="keywords" content="tags, using" /><meta name="DC.relation" scheme="URI" content="../../../use/common-ui-elements/concept/c_Tags.html" /><meta name="DC.relation" scheme="URI" content="../../../administer/navigation-and-ui/concept/c_NavigationAndTheUserInterface.html" /><meta name="DC.relation" scheme="URI" content="../../../administer/general/concept/configure-uis-and-portals.html" /><meta name="DC.relation" scheme="URI" content="../../../get-started/servicenow-overview/concept/working-in-ui16-and-ui15.html" /><meta name="DC.relation" scheme="URI" content="../../../use/common-ui-elements/topic/p_CommonUIElements.html" /><meta name="DC.creator" content="ServiceNow" /><meta name="DC.date.created" content="2023-02-02" /><meta name="DC.date.modified" content="2023-02-02" /><meta name="DC.format" content="XHTML" /><meta name="DC.identifier" content="using-tags" /><link rel="stylesheet" type="text/css" href="../../../CSS/commonltr.css" /><title>Using tags</title></head><body> <div class="nested0" id="using-tags"> <h1 class="title topictitle1" id="ariaid-title1">Using tags</h1> <div class="body conbody"><p class="shortdesc">Use tags to filter records and view tagged documents. Remove a tag when it is no longer useful.</p> </div> <div class="related-links"> <div class="familylinks"> <div class="parentlink"><strong>Parent Topic:</strong> <a class="link" href="../../../use/common-ui-elements/concept/c_Tags.html" title="Tags are text labels that you can associate with items like records and pages. Tags enable you to group and organize the items. Tags can be visible to any user (global), visible only to specific groups or users (shared), or visible to a single user (private).">Tags</a></div> </div> </div><div class="topic task nested1" id="t_FilterRecordsByTag"> <h2 class="title topictitle2" id="ariaid-title2">Filter records by tag</h2> <div class="body taskbody"><p class="shortdesc">You can filter records on a table by tags you have access to.</p> <div class="section prereq p" id="t_FilterRecordsByTag__prereq_ecd_wvd_31b"> <p class="p">Role required: none</p> </div> <div class="li step p"> <span class="ph cmd">Filter records by tag in any of the following ways.</span> <table border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="t_FilterRecordsByTag__choicetable_fnf_gvq_fs"><col style="width:50%" /><col style="width:50%" /><thead><tr class="sthead chhead"><th class="stentry choptionhd" style="vertical-align:bottom;text-align:left;" id="d168361e146-option">Option</th><th class="stentry chdeschd" style="vertical-align:bottom;text-align:left;" id="d168361e146-desc">Description</th></tr></thead><tbody><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e146-option" id="d168361e150" class="stentry choption">Filter from the form view</th><td style="vertical-align:top;" headers="d168361e146-desc d168361e150" class="stentry chdesc">Perform the appropriate action for your version of the UI. <p class="p">Select the more options icon (<img class="image" id="t_FilterRecordsByTag__image_ijc_5m3_ytb" src="../../using-forms/image/IconUI16MoreOptions.png" alt="More options icon." />), and then select the tag in the menu that opens. A new tab or window opens and displays a list of records that contain the tag.</p> </td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e146-option" id="d168361e168" class="stentry choption">Filter from the list view using the <span class="ph uicontrol">Tags</span> column</th><td style="vertical-align:top;" headers="d168361e146-desc d168361e168" class="stentry chdesc">With the <span class="ph uicontrol">Tags</span> column visible, click the tag name. Selecting two or more tags filters the tags together with the AND operator and shows records containing all the selected tags.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e146-option" id="d168361e183" class="stentry choption">Filter from the list view using the list filter</th><td style="vertical-align:top;" headers="d168361e146-desc d168361e183" class="stentry chdesc">Select the show/hide filter icon (<img class="image" id="t_FilterRecordsByTag__image_zjl_dn3_ytb" src="../../using-lists/image/Icon-Condition_builder_UI15.png" alt="Show or hide a filter." />), select <span class="ph uicontrol">Tags</span> from the field choice list and enter the tag name.</td></tr></tbody></table> </div> </div> </div> <div class="topic task nested1" id="t_ViewTaggedDocuments"> <h2 class="title topictitle2" id="ariaid-title3">View tagged documents</h2> <div class="body taskbody"><p class="shortdesc">The Tagged Documents page displays recently viewed documents or user-tagged documents in the content frame.</p> <div class="section prereq p"> <p class="p">Role required: none</p> </div> <div class="section context"> <p class="p">An administrator can configure the fields that appear on the tagged document cards by configuring the mobile view of the task, for example, the mobile view of the Incident form. If there is not a mobile view available for the page, the record reverts to the default view. For more information, see <a class="xref" href="../../../administer/navigation-and-ui/task/create-delete-view.html" title="Administrators can create views and delete any views they have created. You can create or delete views from either the list view or the form view.">Create and delete views</a>.</p> </div> <ol class="ol steps"><li class="li step"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Self-Service</span> > <span class="ph uicontrol">My Tagged Documents</span></span>.</span> </li><li class="li step"><strong>Optional: </strong> <span class="ph cmd">Click <span class="ph uicontrol">Show Global Tags</span> to display global tags.</span> </li><li class="li step"> <span class="ph cmd">Perform one of the following actions.</span> <table border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="t_ViewTaggedDocuments__choicetable_gmj_pjw_fs"><col style="width:37.87878787878788%" /><col style="width:62.121212121212125%" /><thead><tr class="sthead chhead"><th class="stentry choptionhd" style="vertical-align:bottom;text-align:left;" id="d168361e293-option">Option</th><th class="stentry chdeschd" style="vertical-align:bottom;text-align:left;" id="d168361e293-desc">Description</th></tr></thead><tbody><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e293-option" id="d168361e297" class="stentry choption">Display most recently viewed documents</th><td style="vertical-align:top;" headers="d168361e293-desc d168361e297" class="stentry chdesc">Click <span class="ph uicontrol">Most Recent</span> in the sidebar.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e293-option" id="d168361e309" class="stentry choption">Display documents associated with a tag</th><td style="vertical-align:top;" headers="d168361e293-desc d168361e309" class="stentry chdesc">Click the tag name in the sidebar.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e293-option" id="d168361e318" class="stentry choption">Remove a tag from a record</th><td style="vertical-align:top;" headers="d168361e293-desc d168361e318" class="stentry chdesc">Click the <span class="ph uicontrol">x</span> in the corner of the document preview.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e293-option" id="d168361e330" class="stentry choption">Open the form for a tagged document</th><td style="vertical-align:top;" headers="d168361e293-desc d168361e330" class="stentry chdesc">Click the title of the document preview.</td></tr></tbody></table> </li></ol> </div> </div> <div class="topic task nested1" id="t_RemoveATagFromARecord"> <h2 class="title topictitle2" id="ariaid-title4">Remove a tag from a record</h2> <div class="body taskbody"><p class="shortdesc">There are many ways to remove a tag from a record.</p> <div class="section prereq p" id="t_RemoveATagFromARecord__prereq_ecd_wvd_31b">Role required: none<div class="note"><span class="notetitle">Note:</span> Anyone with access granted to a tag can add or remove the tag from a record.</div> </div> <div class="li step p"> <span class="ph cmd">Perform any of the following actions.</span> <table border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="t_RemoveATagFromARecord__choicetable_as5_vkw_fs"><col style="width:50%" /><col style="width:50%" /><thead><tr class="sthead chhead"><th class="stentry choptionhd" style="vertical-align:bottom;text-align:left;" id="d168361e392-option">Option</th><th class="stentry chdeschd" style="vertical-align:bottom;text-align:left;" id="d168361e392-desc">Description</th></tr></thead><tbody><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e392-option" id="d168361e396" class="stentry choption">Remove a tag from a record in the list view using the <span class="ph uicontrol">Tags</span> column</th><td style="vertical-align:top;" headers="d168361e392-desc d168361e396" class="stentry chdesc">Ensure that the <span class="ph uicontrol">Tags</span> column is visible and click the remove tag icon (<span class="ph uicontrol">x</span>) beside the tag name.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e392-option" id="d168361e414" class="stentry choption">Remove a tag from one or more records in the list view using the action menu</th><td style="vertical-align:top;" headers="d168361e392-desc d168361e414" class="stentry chdesc">Select the check box for one or more records, then click <span class="ph menucascade"><span class="ph uicontrol">Actions on selected rows</span> > <span class="ph uicontrol">Remove Tag:</span> > <span class="ph uicontrol">[Tag name]</span></span>.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e392-option" id="d168361e435" class="stentry choption">Remove a tag from a record in the form view</th><td style="vertical-align:top;" headers="d168361e392-desc d168361e435" class="stentry chdesc">Select the more options icon (<img class="image" id="t_RemoveATagFromARecord__image_k2r_4n3_ytb" src="../../using-forms/image/IconUI16MoreOptions.png" alt="More options icon." />) in the form header, then select the remove tag icon (<span class="ph uicontrol">x</span>).</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d168361e392-option" id="d168361e453" class="stentry choption">Remove a tag from a record in the Tagged Documents page</th><td style="vertical-align:top;" headers="d168361e392-desc d168361e453" class="stentry chdesc">Click the remove tag icon (<span class="ph uicontrol">x</span>) in the corner of the document preview.</td></tr></tbody></table> <div class="itemgroup info">If a tag is automatically applied to a record based on specific conditions, the tag is automatically removed when those conditions no longer apply. For more information, see <a class="xref" href="administering-tags.html#administering-tags" title="If you have an administrator role, you can configure and manage all tags, even tags created by other users. You can also configure notifications, auto-assignment, and Zing indexing for tags.">Administering tags</a>.</div> </div> </div> </div> </div> </body></html></div>