Flows/Edit a tag
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Overview
This flow describes how to change the details of an existing tag in Care. Use this flow also to archive a root tag.
Pre-requisites
- You or another administrator created the tag at your facility.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create Tag Config on Facility | Lets you update a tag. Facility Admin and Admin have this permission. |
Steps
1. Open the tag
Open the detail page of the tag that you want to change. See View tags for the steps.
2. Select Edit tag
Select Edit tag. Care opens the same form that you use to create a tag. The form shows the current values of the tag.
3. Change the details
Change the fields that you want to update.
| Components | What it captures |
|---|---|
| Display name | The name of the tag that users see. |
| Category | The group that the tag belongs to. |
| Priority | The order of the tag against other tags. |
| Status | The state of the tag, for example Active or Archived. |
| Description | More information about the purpose of the tag. |
| Managing Organization | The organization that owns the tag. |
📝 Note
The Resource field stays disabled. You cannot change the record type that a tag applies to after you create the tag.
To archive a root tag, set Status to Archived. A root tag has no separate Archive button. A child tag has a one-click archive action. See Archive a child tag.
4. Save the tag
Select the submit button. Care shows the message “Tag Config updated successfully”.
Expected Outcome
- Care stores the new details of the tag.
- Care shows the message “Tag Config updated successfully”.
- If you set the status to Archived, the tag is archived.
Related
- Concept: Concepts/Tag
- Reference: References/Tagging