Defining tags

Training course

Go to RiSE > Tagging > Tags:

Do one of the following:

  • Click New to create a new tag. Enter a Tag Name. Define the tag’s Properties, Related Tags, and Access Settings.
  • Select an existing tag to edit the tag’s properties. Define the tag’s Properties, Related Tags, and Access Settings, if necessary.
  • Select an existing tag, and then click Delete to delete the tag.

When you create a child tag, it automatically copies the properties of the parent tag. Subsequent changes to the parent tag's properties do not affect the child tag.

You can reorganize the tag hierarchy by dragging and dropping tags into new positions. Drop tag A onto tag B to make A subordinate to B (A becomes a child of B, and B is the parent of A).

Configuration options for tags

These fields control the properties of tags that are defined in the system.

Go to RiSE > Tagging > Tags.

Do one of the following:

  • Select a tag in the tag hierarchy
  • Click New

Troubleshooting

  • You must be a member of at least one content authority group.
  • Although no specific Document system permissions are required to define tags, the people who perform web-content authoring must have Select Document system permissions on a tag to be able to assign that tag to a content record or content folder.
  • You must plan your tag hierarchy in a manner that accounts for the effect of implied relationships between parent and child tags in the hierarchy. A tag's position in the tag hierarchy creates an underlying relationship that is not specifically displayed in the Related Tags section: Parent tags are implicitly related to their children tags with a more broadly defines relationship, and children tags are implicitly related to their parent tag with a further defines relationship. This means that:
    • The pre-filtered result set of a basic or advanced search includes all published content records that are tagged with any descendant of the tag that is matched by the search keywords.
    • The pre-filtered result set of an advanced search includes all published content records that are tagged with any descendant of a tag that is specified in the configuration of the Advanced Search content item if the user selects that tag at runtime on the rendered page that contains the advanced search form.
    • The pre-filtered result set of a rendered Content Tagged List content item also includes published content records that are tagged with any descendant of a tag that is specified in the configuration of the Content Tagged List.
    • The content of the Items by Tag Report (in Reports > Content reports) does not list published content records that are tagged with any descendant of each tag in the report.

Note: Membership in the SysAdmin security role effectively grants the full set of Document system permissions and the full set of content authority group permissions (you are effectively a member of a MasterAdmin content authority group too). However, to participate in web-content authoring workflow, even members of the SysAdmin role must be an explicitly-listed member of at least one content authority group.