Forms

Adding and Removing Tags

Last Updated: Jul 07, 2016 03:30PM PDT
 
Tags provide a way to group related forms together, making it easier to organize your forms and find what you are looking for. See here for more about tags, including examples and best practices.
 
Important Note: This article is about manually adding and removing tags. If you want to set up automatic form tagging, see here to learn more about auto-tagging forms using Workflows.
 
In this article, we go over how to:
  • Create a new tag in your account
  • Add tags to a form
  • Remove tags from a form
  • Manage tags in your account -- including deleting, and renaming tags
 
In the web interface, all of these operations are done via the Tags Window. The Tags Window can be accessed in two ways: tag-window.jpg
The left side of the window contains a list of all tags available in your account, along with a text area for adding new ones. The right side of the window has a list of all tags currently assigned to this form.

Adding/removing tags in the web interface

Navigate to the Tags Window for your form, as described above.
  • To add a tag to this form, just click the name of the tag on the left side, and you’ll see it added on the right side.
  • To create a new tag and add it to this form, type it into the text area and click the Add button. The tag will be added to both sides of the window.
  • To remove a tag, just click the  icon next to the tag on the right side.
tag-window.jpg
When you are done adding/removing tags, click Done to close the Tags Window.

Adding/removing tags in the mobile app

To add or remove tags in the mobile app, navigate to the Form Actions screen by tapping the Actions icon in either the Forms browser or the mobile Form Editor. Then tap the Tags button. You will see a list of any tags that are already assigned to this form, along with a text area to add new ones.
 
app-tags2.jpg
 
  • To add a tag to this form, tap the Add New text area. You will see a dropdown listing all existing tags in your account. Tap one of these tags to add it.
  • To create a new tag and add it to the form, tap the Add New text area, type in your tag, and tap Add.
  • To remove a tag from this form, simply tap on that tag.

Managing tags in your account

In addition to adding and removing tags from an individual form, the Tags Window can be used for global tag management operations. To access these operations, just navigate to the Tags Window for any form, as described above.
  • To delete a tag, right-click (Windows) or control-click (Mac) on the tag, and select Delete from the popup menu. Confirm the deletion by clicking Yes in the dialog box that appears. Note that deleting a tag is different from simply removing it from a form. A deleted tag is completely erased from the account, which means that it is removed from all forms and no longer appears on any tag lists, such as the one in the filter area of the Forms Tab. You may want to delete a tag from your account if you created the tag in error, or if the tag has outlived its usefulness.
  • To rename a tag, right-click (Windows) or control-click (Mac) on the tag, and select Rename from the popup menu. The tag will be renamed on all forms to which it is already assigned.
tag-rename-delete.jpg
When you are done managing tags, click Done to close the Tags Window.
 
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