Using Tags

Using Tags

Tags are one way to group your products

Create a Tag 

There are two ways to create a tag and apply it or many tags to your products.

Within the PDM platform

  1. Select the product(s) you want to tag from the catalog.
  2. Click on Tag above the catalog.
  3. Type the name of the new tag.
  4. Click on the Tag name that shows up in the list ( this will automatically create the new tag and add it to the product/products you selected ).

  5. You can see the Tag applied to your products. You can add multiple tags to a product

You can also apply an existing tag from the list to your product(s).

Via an import

      1. Export the selected Items from the Actions Dropdown.
      2. Open the exported file.
      3. Add tags to the "Tags" column and Save the file

 You can add multiple tags by placing a semicolon ";" between each tag.

      4. Navigate to Import/Export in the selected Brand and click on Import.
      5. Select the Excel(Full) format and the Item Segment, then upload the file.

      6. Now, you should visualize the tags applied to your products.

Filtering the Products Using Tag

Tags can be used to filter and can also be applied to exports.
  1. Type the name of the tag in the search box.
  2. Choose the tag from the list to apply the filter.     

      3. You can also filter by clicking on the tag applied to a product.

      4. Now, filtered tag-related products will be displayed.
      5. Click on the small "x" to reset the applied filter.


Removing Tags from the Product

  1. Select the product to remove the tag from.
  2. Click on Tag above the catalog.
  3. Click on the small "x" in the upper right-hand corner of the tag name to remove the tag from the product.

Removing Tags from Multiple Products

This works in two ways.

Within the PDM platform

  1. Filter by the desired tag you want to remove from the products.
  2. Select all the filtered products from the catalog.
  3. Click on Tag above the catalog and click the small "x" in the upper right-hand corner of the tag name to remove the tag from all the filtered products.         

Via Import.

1. Export Items from the Catalog Actions Dropdown.

2. Remove content in the Tags column.

3. Reimport the Items segment.

4. You can see now the selected products without the tag.

There is currently no method to remove Tags from the Tag list.
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