Tags

  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 that enables workflows to communicate with external systems, services, or applications. It's 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

  1. Access the Tags page: Click Settings > Tags.

  2. Click Add new. The Add new tag section is displayed.
  3. In the Add new tag section:
    1. Type a Tag name.
    2. Select a color.
    3. Click Add.

    4. The added tag is displayed in the Tags section and is available for use.

See Tags fields and selections for descriptions of each field on the page.

  1. Access the Tags page: Click Settings and then click Tags.

  2. Click and click Edit.
  3. Edit the tag:
    • Rename the tag.
    • Select a tag color.
  4. Click Update.

    5. The tag is updated.

  1. Access the Tags page: Click Settings and then click Tags.

  2. Click and click Replace.
  3. Select a replacement tag.
  4. Click Update in the confirmation prompt.

    5. The newly selected replacement tag is displayed and all associated workflows will be updated to reflect the replacement tag.

See Tags fields and selections for descriptions of each field on the page.

  1. Access the Tags page: Click Settings and then click Tags.

  2. Click and click Delete.
  3. Click Delete in the confirmation prompt.

    4. The deleted tag is removed from the list and all associated workflows.

See Tags fields and selections for descriptions of each field on the page.

Section Selection (or column or field) Description
Tag Settings Allow workflow designers to create tags

Used to control access for designers to create tags. When the toggle is set to:

  • On: Workflow designers can create new tags from the Workflows page and Designer > Publish dialog box. For information, see the Cannot find a tag? section.
  • Off: Workflow designers cannot create new tags.
Tags Add new Allows you to add a new tag.
 

Tag name

Name of the tag, which will appear alongside the workflow name in the Workflow list page.

 

Workflows

Number of workflows associated with the tag.

Click the number of workflows for a tag to view the associated workflows in the Workflow list page.

 

Created by

Displays the roles of the user that created the tag:

  • Admin
  • Designer
 

(Options)

Lists the following selections:

  • Edit: Click to display options to rename the tag and set a new tag color.
  • Replace: Click to display option to replace a tag with another existing tag.
  • Delete: Removes a tag from the list and all associated workflows.