File Tags
Files can be label Tagged with custom tags to help organize and categorize them.
File tags belong to File Tag Groups, which are user-defined and customizable. For example, one might create a Tag Group called "Customer Type", and possible values may be "SMB", "Wholesale", or "C Store".
A fresh GoPlanogram site does not have any File Tag Groups. This page covers both using and creating File Tags.
Tagging Files
To edit a File's tags, choose from the label Tag dropdowns. Their location varies depending on the type of File being edited, below are some examples.
The most direct route works for any file type: select a single file in the Filesystem and use the File Inspector panel on the right. It lists the file's current tags and lets you edit them in place without opening the file. As anywhere else, a Tag Group with a minimum still has to be satisfied before the change will save.
Plans
Tags are updated for Plan files in the save_as Save As dialog.
analytics Store Data Sets
Tags can be set on Store Data Sets during their initial creation in the Save As dialog, or later, when Editing the Store Data file.
shopping_basket Assortments
Tags can be set on Assortments during their initial creation in the Save As dialog, or later, when Editing the Assortment file.
Components
Tags can be set on Components when Editing the Component's info.
Tagging Many Files at Once
Tagging files one at a time is impractical for more than a handful. To tag many at once, select them in the Filesystem (hold Ctrl to add individual files, or Shift to select a range), then right-click the selection and choose label Edit Tags.
Choose an Action:
- Add to every selected file puts the chosen values on all of them. Files that already carry a value are left alone rather than tagged twice.
- Remove from any that have it takes the chosen values off. Files that do not have them are unaffected.
Only tag values from Tag Groups that apply to every file you selected are offered. If you select a mix of file types with nothing in common, the dialog says so: tag one file type at a time in that case.
Folders cannot be tagged. If your selection includes some, they are ignored and the dialog title shows how many files will actually be changed.
Before anything is written, GoPlanogram checks the result against each Tag Group's minimum and maximum. Either every selected file is updated, or none of them are. If the change would leave some file with too few or too many values, nothing is written and those files are listed by name so you can fix or deselect them.
Finding Files by Tag
Tags are a search filter as well as a label. In the Open dialog, expand the advanced filters and pick values under label Tags. Any matches a file carrying at least one of the chosen values; All requires every one of them. Matching ignores capitalization. While a tag filter is active, extra columns appear showing each file's values for the filtered Tag Groups.
Retired values stay searchable, which is the point of retiring rather than deleting: the files still carrying a legacy value can always be found, and then retagged.
Creating File Tags
If you have the label Edit File Tags permission, you can create and manage File Tag Groups and their values, by File > Manage > File Tags, or by clicking the Edit File Tags button next to the Tag dropdowns.
From here, the Manage File Tags dialog appears. If there are no Tag Groups yet, click the Create button.
A prompt appears for the new Tag Group's name. Existing Tag Groups are listed down the left side of the dialog, with a search box above them for finding one by name.
Selecting a Tag Group shows its settings at the top and its values below. Alongside Name, you can give the group a Description, and use the File Types dropdown to restrict which types of file the Tag Group may be used with.
Use the Has Minimum and Has Maximum checkboxes to require a minimum or cap a maximum number of values that must be chosen when tagging a file. Setting both to 1, for instance, means exactly one value from this group must be chosen. A minimum above zero makes the Tag Group required: files of the applicable types cannot be saved without it.
Values are listed underneath, each showing how many files currently use it. Add another with the Add Value button, or edit a value's text in place to rename it.
While you have unsaved edits, the dialog marks them: an Unsaved changes label next to the Tag Group's name, a dot beside it in the list, and a bar against each value you changed. Click Confirm Changes to save, or Undo Changes to discard them and reload the Tag Group. Switching to a different Tag Group or closing the dialog with edits pending will ask first.
Renaming, Retiring and Deleting Values
Which actions a value offers depends on whether any files are using it. A value nothing uses can simply be deleted; one that files depend on offers Retire as the safe option alongside deleting.
Renaming a value simply relabels it. Every file tagged with it keeps the tag and picks up the new name, and searches find it under the new label. Renaming "Red" to "Crimson" does not untag anything.
Retire is offered for a value that files are using. A retired value is no longer offered when tagging, but every file that already has it keeps it, and it remains searchable so those files can still be found. Retired values appear marked legacy, and can be put back into use with Restore.
Because retired values still count toward a Tag Group's minimum, retiring a value never makes an already-tagged file impossible to save.
Delete permanently removes the value, including from every file tagged with it. Nothing is removed until you click Confirm Changes, and if any files are using the value you are asked to confirm again, with a count of exactly how many will lose the tag. This cannot be undone: retire the value instead if you only want to stop offering it.
Delete Tag Group deletes the Tag Group and all of its values entirely, removing those tags from every file that carried them. Use caution: this cannot be undone either.
