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leon:tag-request [2021/05/21 09:18]
rafal created
leon:tag-request [2023/07/28 21:31] (current)
rafal [Filtering the tags]
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 ====== TAGGING REQUESTS ====== ====== TAGGING REQUESTS ======
  
-[{{ :leon:sales:tags:tags-rq-main.png?200|RQ list with assigned tags}}]+[{{ :leon:sales:tags:tags-rq-main.png?300|RQ list with assigned tags}}]
 It is possible to tag requests in a similar to tagging flights/trips in the OPS section. It is possible to tag requests in a similar to tagging flights/trips in the OPS section.
-[{{ :leon:sales:tags:tags-new.png?200|Creating new tag}}] 
-**Creating the tags** is only possible from the main 'Requests/Quotes' view. 
  
-In order to **create a new tag** you need to: +There are 2 possible ways of **creating the tags**: 
 + 
 +  * in the **Tags** column 
 +  * in the **Edit tags** pop-up window 
 + 
 +===== 'Tags' column ===== 
 +[{{ :leon:sales:tags:tags-new.png?200|Creating new tag}}] 
 +In order to **create a new tag** in the 'Tags' column you need to: 
  
   * Make sure that the 'Tags' column is activated in the {{:leon:sales:Filter.png?nolink|}} filter   * Make sure that the 'Tags' column is activated in the {{:leon:sales:Filter.png?nolink|}} filter
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 It is possible to **assign multiple tags** to one request following the abovementioned process. When tagging a request it is possible to both add new tags as well as assign already existing tags. Clicking on the 'Tags:' field will display a dropdown list with already added tags. It is possible to **assign multiple tags** to one request following the abovementioned process. When tagging a request it is possible to both add new tags as well as assign already existing tags. Clicking on the 'Tags:' field will display a dropdown list with already added tags.
 +
 +-----------
 +===== 'Edit tags' pop-up window =====
 +[{{ :leon:sales:tags:et-section.png?300|'Edit tags' pop-up window}}]
 +**Edit tags** section is located in the top bar of the 'Requests/Quotes' section, right to the 'FILTER' option
 +
 +{{:leon:sales:tags:et_-_location.png?nolink|}}
 +
 +The **Edit tags** section lists all the created tags and allows:
 +
 +  * creating new tags
 +  * filtering the tags
 +  * deleting the tags
 +
 +------------
 +==== Creating new tag ====
 +[{{ :leon:sales:tags:et_-_create_alt.png?300|Creating new tag}}]
 +
 +In order to **create** a new tag, the process is as follows:
 +
 +  * Open the 'Edit tags' pop-up window
 +  * Enter the new tag name in the 'Filter or Create' box
 +  * Select the tag color
 +  * Click on **+** to add and save the new tag
 +
 +---------------
 +==== Filtering the tags ====
 +[{{ :leon:sales:tags:et_-_filter_alt.png?300|Filtering tags}}]
 +In order to **filter**, simply insert the required tag name in the 'Filter or Create' box. 
 +
 +In the case of newly created tags, the name stays in the 'Filter or Create' box. Since this box works as the filter at the same time, in order to preview all the available tags, you need to remove the newly created tag name from the box.
 +
 +--------------
 +==== Deleting the tags ====
 +[{{ :leon:sales:tags:et_-_delete_alt.png?nolink&300|Deleting tags}}]
 +
 +In order to **delete** existing tags, the process is as follows:
 +
 +  * Open the 'Edit tags' pop-up window
 +  * Click on the **x** next to the tag 
 +  * Select ✔ to confirm or **x** to dismiss
 +
 +Once the tag is deleted, it is also removed from all the requests it is assigned to.
 +
 +-------------
 +===== Main RQ view =====
  
 If there are multiple tags added to a request, the list will display it as {{:leon:sales:tags:Tags - multiple.png?nolink|}}. Hovering the mouse over the number will display the names of remaining tags in a tooltip. If there are multiple tags added to a request, the list will display it as {{:leon:sales:tags:Tags - multiple.png?nolink|}}. Hovering the mouse over the number will display the names of remaining tags in a tooltip.
leon/tag-request.1621588682.txt.gz · Last modified: 2021/05/21 09:18 by rafal