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Managing tags

Tags are keywords that can be used to mark data records in plentymarkets. Go to System » System settings » Settings » Tags to create and manage tags. These tags can be linked to data records in the following areas of plentymarkets:

  • Board

  • Category

  • Ticket

  • Contact

  • Variation

  • Order

1. Setting the visibility for back end users

In order that the System » System settings » Settings » Tags menu is visible for users with Back end access, the menu visibility as well as further REST rights must be activated in the user account.

Setting the visibility for back end users:

  1. Go to System » System settings » Settings » User » Rights » User.
    → The overview opens.

  2. Optional: In the filter settings on the left-hand side, enter an ID or a name to limit the search results.

  3. Click on Search.
    → The accounts that correspond to the search criteria entered are shown.
    Tip: Accounts that are shown greyed out have admin rights.

  4. Click on the account for that you want to activate the visibility and the rights.
    → The view Rights opens.

  5. In the area Menu visibility, expand the option System > System settings > Settings.

  6. Activate the option Tag.
    Note: In the Rights area, the option for Tag > Show tag is automatically activated.

  7. Save the settings.

2. Creating a tag

Proceed as described below to create a tag.

Creating a tag:

  1. Go to System » System settings » Settings » Tags.

  2. Click on Create a new tag.
    → A window opens on the right-hand side.

  3. Carry out the settings. Pay attention to the information given in Table 1.

  4. Save the settings.
    → The tag is created and added to the list.

Table 1. Creating a tag
Setting Explanation

Name EN

Enter a name for the tag.
Tip: Tag names can contain spaces. This allows you to create tag names with two or more words.

Colour

Optional: Enter a hexadecimal value of a colour for the tag. For the 16 primary colours, you can enter the name of the colour (black, red, silver, white etc.) instead of the hexadecimal value.
Tip: Click on the square to the right to open the colour picker.

Area

Select the areas of the system where the tag is available.
Board = Tag can be linked to task cards on the boards of the Start » Boards menu.
Category = Tag can be linked to categories.
Ticket = Tag can be linked to tickets.
Contact = Tag can be linked to contacts.
Variation = Tag can be linked to variations.

Name in additional languages

Enter tag name in additional languages. For further information, refer to the Adding additional languages to tags chapter.

3. Adding tag names in additional languages

Proceed as described below to add names in additional languages to an existing tag.

Adding tag names in additional languages:

  1. Go to System » System settings » Settings » Tags.

  2. Click on Search.
    → All tags are shown.

  3. Click on the tag.
    → A window opens on the right-hand side.

  4. Enter translations for the languages you need.

  5. Save the settings.

4. Filtering by tags

You can filter tags by Name, Availability and/or Language. Proceed as described below to filter tags based on these criteria.

Filtering by tags:

  1. Go to System » System settings » Settings » Tags.

  2. Select one or multiple filters. Pay attention to the information given in Table 2.

  3. Click on Search.
    → The tags that correspond to the search criteria are shown.

Table 2. Tag filters
Setting Explanation

Name

Enter the name of the tag.
Tip: If all languages were selected, all languages are included here as well. However, only the value that was entered under Name EN is shown.

Area

Select one or more areas to only search for tags that are activated for these areas.

Language

Select one or more languages to show tags with names in these languages.

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