An administrator role is required. For information, see User roles.

Use tags to manage and group workflows in your tenant. In the Tags page you can create, replace or delete tags.

For example, you might want to create a Salesforce tag to apply to all workflows which use Salesforce connections Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store., so that you can filter your workflow list to only display Salesforce-related workflows.

You can apply tags to workflows when you Publish a workflow or in the Workflow list page.

Access the Tags page

  1. On the top navigation bar, click Settings.

  2. On the left, click Tags.

Tag settings

Use this setting to enable users with a designer or developer role to create tags.

  1. Open the Tags page.
  2. In Tag settings, set the Allow workflow designers and developers to create tags toggle to On.
  3. For more information on user roles, see User roles.

Manage tags