Tags

Setup

To activate Tags for an entity, Tags need to be enabled for the table(s) that hold the entity, after which tags also need to be enabled on the forms, so that they can be used there.

Tables

Enabling the tables is done under Organization administration > Setup > Tags > Tag tables

It is possible to add almost any table here for any (custom) entity, but for an easy start it is possible to load some predefined tables for the most commonly used entities. Simply use the ‘Load predefined tables’ button from the ribbon and select the tables you want to load. The button can be used again at a later time to load additional tables.

When the entity you want to use is not in the list, you can add one by clicking the ‘New’ button and filling in the technical table name for which you want to enable tags, the friendly name will automatically fill in (if available). Please also use the predefined records as a guidance when adding additional tables.

Forms

Enabling the forms is done under Organization administration > Setup > Tags > Tag forms

It is possible to add almost any form here for any (custom) entity which has tags enabled, but for an easy start it is possible to load some predefined forms for the most commonly used entities/forms. Simply use the ‘Load predefined tables’ button from the ribbon and select the forms you want to load. Note that the list is filtered to the available options based on the tables added to the Tag tables setup. The button can be used again at a later time to load additional forms.

When the form you want to use is not in the list, you can add one by clicking the ‘New’ button and filling in the technical form name for which you want to enable tags, the friendly name will automatically fill in (if available). Please also use the predefined records as a guidance when adding additional forms.

Filter on related entities

It is possible to view and filter on tags of related entities, for example filtering sales orders by tags that are linked to the products that are on the sales order lines, by setting up table relations.

Important

Please note that the related tables can only be setup if the License configuration key for HSO Shared setup > System has been activated. If you do not see the menu item to set up the table relations (even with system admin rights), then please check if this License configuration key is enabled.

Table relation setup

Defining the Table relations is done under Sytem administration > Setup > HSO Shared > System > Table relations

It is possible to create a relation from any source to any target table, assuming the path (via additional tables) exists. For an easy start it is possible to load some predefined table relations, for the most commonly used relationships (such as Customer to Sales order or Released product to Purchase order etc.). Simply use the ‘Load predefined tables’ button from the ribbon and select the relations you want to load. The button can be used again at a later time to load additional predefined relations.

When the relation you want to use is not in the list, you can add one by clicking the ‘New’ button and filling in the source table, the target table, a name for the relation and the query needed to get from the source table to the target table. Please also use the predefined records as a guidance when adding additional relations.

Once the relation has been loaded/defined, it's important to enable the relation for the module(s) it can be used in, in this case Tags.