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Categorize and filter using Tags

Use Tags to add next-level categorization and reporting filters to your formulas.

Written by Julia Buckley

Adding Tags to New Formulas

  1. Click Create New to create a new product.
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  2. Name your formula, add the Workspace, and type the name of any tag you'd like to apply to your product. For example: sales category, sales region, etc. You will see previously created tags as options, or you can type and click to create a new tag.
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  3. Click Save New Formula.

Adding Tags to Existing Formulas

  1. Click into one of your products.
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  2. Click Edit Formula Details.
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  3. Add a tag by typing the name of any tag you'd like to apply to your product. For example: sales category, sales region, etc. You will see previously created tags as options, or you can type and click to create a new tag.

Filtering by Tags

Filter Products by Tags

  1. Click Products.
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  2. Click Filters.
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  3. Type to begin searching for a tag, and select the tag to filter for only products with this tag.

Filter Materials by Tags

  1. Click Materials.
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  2. Click Filters.
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  3. Type to begin searching for a tag, and select the tag to filter for only materials with this tag.

Filter Packaging by Tags

  1. Click Packaging.
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  2. Click Filter by tag.
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  3. Type to begin searching for a tag, and select the tag to filter for only packaging materials with this tag.

Filter Vendors by Tags

  1. Click Vendor.
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  2. Click the Tags dropdown.
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  3. Type to begin searching for a tag, and select the tag to filter for only vendors with this tag.

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