Tags
Tags are available throughout the application, and are organized within groups. These groups provide convenient mechanisms for keeping track of a large numbers of tags.
Tag Selection
Tag selection occurs on a tag selection screen. Tags for a single group are shown. The current group, displayed at the top of the screen, can be changed by touching on the group name, which will display a pick list the user can scroll through to select a different group. Each time a different group is selected, the tag list will be updated to display only those tags within the selected group. Throughout the application, the group that the user last accesses from a particular location within the application, becomes the default group for that area of the application.
Multiple tags can be selected. The user selects multiple tags by turning the switch within the tag row to the on position. Once all selections are complete, the user hits the back navigation button in the upper right of the screen. For convenience, a Clear All button is available at the bottom of the screen to clear all current tag selections.
Adding Tags
To add a tag, select the “Add” button at the top of the Tag Management screen. This button will bring up a tag creation dialog where the user can enter the name of the new tag and select the group in which the tag belongs. By default the tag group will be set to the currently selected tag group in the tag management screen. Note: tag names are required to be unique within a group; so, if a duplicate tag name is entered, the application will ensure that the name is not a duplicate tag name.
Editing Tags
To edit a tag, “Left Swipe” the tag within the list of tags, and select the Edit option. This will allow the user to change both the tag name and the group to which the tag belongs. Note: existing instances of the changed tag name will not be changed within existing jobs. The change will only affect future uses of the tag.
Delete Tags
To delete a tag, “Left Swipe” the tag from the list. Note: deleting a tag will NOT remove the tag from existing job items that have that tag associated with them. It will only remove the tag from the group of tags for future use.
Warning: Deleted tags are not able to be recovered; however, a user can recreate a new tag with the same name.
Manage Groups
While on the Tag Management screen, selecting the Manage Groups button, brings the user to the Group Management screen. From this screen the user has the following abilities:
- Add Group – A new group can be added by selecting the “Add” button in the upper right hand corner of the screen. When selected, the user will be able to enter a group name on the form. The application will only allow uniquely named groups to be created. When a new group is created, a temporary tag is created within the newly created group. This tag can be deleted or edited later if desired.
- Edit Group – The name of a group can be renamed by selecting the group within the group list. Selecting the group will bring up a form that allows the user to change the name of the group. If the changed group name matches an existing group name, all tags within both groups will be merged together into the newly named group.
- Delete Group – A “Left Swipe” on a group will bring up an option to delete the group. If the user continues, the group along with all tags within the group will be deleted. Note: no tags already associated with jobs will be affected by the deletion of the tag group.