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Use tags
Apply tags manually or with rules, and understand tag ordering and bulk tagging behavior.
Overview
After tags and tag groups are configured, users can classify records manually from detail pages. The system can also apply tags automatically through configured scoring rules.
Before you begin
IMPORTANT
You need view and edit permission for the record. You must also be included in the tag group's applicable scope.
Procedure
Apply tags manually
Open the target record.
Click Tag in the action bar or tag area.
Select one or more tags.
Click OK.
Automatic tagging
- Real-time tagging: When a record is created or updated, the system evaluates scoring rules and applies matching tags.
- Scheduled tagging: A batch job updates existing records on the configured schedule.
Frequently asked questions
How does the detail page order multiple tags?
- Field values configured with Display as Tag appear first.
- Tenant-level tags applied manually or by scoring rules appear next.
Does bulk tagging append or replace existing tags?
Bulk tagging replaces existing tags on the field. Review the selected records before you apply tags.