Request Tags

Add tags to index requests based on keywords. Tags help technicians find requests based on a topic of interest.

Role Required: Technicians

Add Tags 

1. Go to requests details page.
2. In the right pane, locate Tags and click Add beside it.
3. Type the keyword and press Enter.
4. Click Add.
    

When a technician selects the tag associated with a request, all similar requests indexed with the tag will be listed.

Edit/Delete Tags 

Tags can be edited or deleted from the custom views drop-down.

1. In the custom view drop-down, go to Tags section. All tags accessible to you are listed here.
2. Click or beside a tag to edit or delete it.

Alternatively, you can also apply a tag as filter and hover over it in the list view to edit or delete it.

Create Custom Views using Tags 

You can create custom views using tag-based criteria.

1. Click on the request list view and enter a name for the custom view.
2. Select Tags in the Column drop-down.
3. Choose an operator.
4. Specify the tags in the Value combo box.
5. Click Apply or Save.

Search via Tags 

Perform tag-based global search across Requests module.

1. Click on the application header.
2. The module is selected as Requests by default.
3. On the sub-entities drop-down, click More on the lower left.
4. Select Tags and choose the relevant tag.

Points to Remember 

• Technicians can add up to 10 tags to a request.
• The number of characters in a tag is limited to 50.
• Tags can contain alphanumeric characters and special characters, except for comma, <, or >.
• Tags can be added to requests in all statuses, including canceled status.
• You cannot index trashed requests via tags.
• Request tags are not supported in reports and automations.
• Tag association with a request is recorded in the request history. Technicians can use tags to search through request history.
• Details regarding adding, editing, or deleting in ServiceDesk Plus Cloud is recorded under Setup > Data Administration > System Logs. Know more.