2.6 Using Tags

Tags are keywords that categorize a workspace, folder, or entry. Tagging functionality in Micro Focus Vibe enables you to create virtual containers for places and entries. Like folders in your email, you can categorize information, and then come back to it at a later time.

2.6.1 Tagging Workspaces or Folders

  1. Navigate to the workspace or folder that you want to tag.

  2. Click the Configure icon next to the workspace or folder title, then click Tag this Workspace or Tag this Folder, depending on whether you want to tag a workspace or folder.

    The Tag this Workspace or Tag this Folder dialog box is displayed.

  3. Select either Personal Tag or Global Tag, depending on whether you want this tag to be visible to only yourself or to the entire community.

    For more information about the difference between personal and community tags, see Choosing Between Personal Tags and Global Tags.

  4. Begin typing the name of the tag that you want to apply to the workspace or folder.

    This field uses type-to-find functionality, so if a tag already exists with the desired name, it appears in the drop-down list. If the name does not appear in the drop-down list, you are creating a new tag.

    HINT:To see a list of existing tags, click inside the provided field, then press the Spacebar.

  5. (Conditional) To apply an existing tag, select the tag when it appears in the drop-down list.

  6. (Conditional) To create a new tag, specify the name of the tag, then click the Add icon .

    The workspace or folder is now marked with the tag that you specified, and the tag is displayed in the Tag this Workspace dialog box.

  7. Click OK.

2.6.2 Tagging Entries

  1. In the entry that you want to tag, click the Tags tab.

  2. Click Add Tags.

  3. Select either Personal Tag or Global Tag, depending on whether you want this tag to be visible to only yourself or to the entire community.

    For more information about the difference between personal and community tags, see Choosing Between Personal Tags and Global Tags.

  4. Begin typing the name of the tag that you want to apply to the workspace or folder.

    This field uses type-to-find functionality, so if a tag already exists with the desired name, it appears in the drop-down list. If the name does not appear in the drop-down list, you are creating a new tag.

    HINT:To see a list of existing tags, click inside the provided field, then press the Spacebar.

  5. (Conditional) To apply an existing tag, select the tag when it appears in the drop-down list.

  6. (Conditional) To create a new tag, specify the name of the tag, then click the Add icon .

    The entry is now marked with the tag that you specified, and the tag is displayed in the Tag this Entry dialog box.

  7. Click OK.

2.6.3 Locating Tagged Items

Vibe enables you to locate all places and entries that have a particular tag.

  1. Click the Search Options icon .

    The Search Options dialog box is displayed.

  2. Select Tags.

  3. In the provided field, specify the name of the tag that you are searching for.

    To see a list of existing tags, click inside the provided field, then press the Spacebar.

  4. Select the tag from the drop-down list.

    Vibe displays all of the places and entries that have been tagged with the tag that you specified.

2.6.4 Choosing Between Personal Tags and Global Tags

Personal Tags: Personal tags are for your use only. When you create a personal tag, it can be used and viewed only by you.

Global Tags: Global tags can be used and viewed by anyone who has rights to view the workspace, folder, or entry where a global tag is implemented. For example, if you create a global tag on the Files folder in your team workspace, then anyone with View rights to the Files folder can use the tag you created to tag other places with the same tag name. They can also use Vibe Search and Find features to locate entries that have been tagged with that tag name.

You can tag places and entries with a global tag only if you have appropriate rights.

For more information on using Search to locate tagged items, see Using Advanced Search.