Editing the Tags Field


note

NOTE This feature will be available in the March 2024 WIPack

NOTE This feature will be available in the March 2024 WIPack

The tags field can be edited on any form in the correct status as other fields can be edited. We added a new feature for the tags field to be edited in any status except archived outside the regular procedure.

Table of Contents


To edit the tags field

  1. In the TraCS Forms Manager (or Forms Viewer)

  2. Highlight the form where you need to modify the tags field

    1. Only one form at a time can be edited.

  3. Click the Update Form Tag button on the Home ribbon

    image-20240125-162136.png
  4. A message box with the available tags for the form will appear.

    1. The list defaults to what the form tag field is currently.

      image-20240301-143149.png

    2. Make the necessary changes

      1. Clicking the Clear Button will clear the field and make it blank on the form.

      2. Cancel will exit the process flow

      3. Clicking OK will make the desired changes

  5. Click OK at the confirmation message.

    image-20240125-162514.png
  6. The Tags field will contain the new values.

    image-20240301-143416.png


Error message received

This feature only works on one form at a time

image-20240125-162637.png

This form as been archived and cannot be edited at this time

image-20240125-162923.png