Defining tagged list formats

Training course

Do the following to define tagged list formats.

Go to RiSE > Tagging > Tagged list formats.

Important! The name of the tagged list format must only contain letters, numbers, and underscores and cannot begin with a number. If an error message appears where you are using tagged list formats, update the name to contain valid characters. If an existing tagged list format has a name with invalid characters, an error message displays upon editing. Update the name to contain valid characters.

Do one of the following:

  • Select New > Tagged List Format to create a new tagged list format.
  • Select an existing tagged list format. Click Edit to modify that list format.
  • Select an existing tagged list format. Select Organize > Delete to delete that tagged list format.
  • Note: System administrators can restore a deleted tagged list format. To restore a deleted tagged list format, go to RiSE > Document system > Recycle Bin. Select the tagged list format, and click Versions. Select the tagged list format, and click Revert to restore it. Click OK.

Verify a tagged list format's behavior by using it in a Content Tagged List content item, then previewing a content record that contains the content item.

The default tagged list formats shipped with iMIS are always overwritten during upgrades, so the best practice is to create new tagged list formats rather than modifying the default ones. Take care to name your user-created tagged list formats uniquely to prevent iMIS from treating them as standard iMIS tagged list formats during an upgrade. An easy technique to ensure unique naming is to prefix the name with an acronym for your organization, such as "ORGSimpleWithHTML".

Tags and tagged list formats

Tags are a special type of keyword that you can associate with content records to searches that are more powerful and the automatic population of content based on tags. All descendants of a content folder inherit the tags defined for the folder. You can tell which tags are being inherited from a content folder higher in the content folder hierarchy by viewing the Current Tags section of a content folder's or content record's definition.

  • AdvancedSearch content items specify various tags that your iMIS content management website users can select to narrow their search to a smaller set of tagged content records.
  • Content Tagged List content items specify various tags that are used to generate a real-time list of links to tagged content records when the content record containing the Content Tagged List is viewed.

Tagged list formats are used by Content Tagged List content items to format the rendered display of the list of links. The chosen tagged list format is applied as a display mask to each item in the list. For example, one tagged list format might display only a simple list of links, while another tagged list format might display a link followed by the HTML contained in any ContentHtml content items in the target content record.

Unlike some other content authoring systems and web applications, you cannot create ad hoc tags while defining content records. Instead, you must choose from a list of pre-defined tags that are usually defined by the people who perform website management. This restriction ensures that your content is tagged with a centrally designed taxonomy, which provides more consistent and predictable search results from Content Tagged List content items.

Tags are defined in a hierarchical structure, with every parent tag having an implicit more broadly defines relationship to its children tags, and every child tag having an implicit further defines relationship to its parent tag. In general, this means that if you use a parent tag in an Advanced Search or Content Tagged List content item, all descendant tags are automatically included as well.

Configuration options for tagged list formats

These fields control the properties of tagged list formats that are defined in the system.

From the Staff site, go to RiSE > Tagging > Tagged list formats.

Do one of the following:

  • Select New > Tagged List Format.
  • Select an existing tagged list format, and then click Edit.