PSFS IQ - Query Builder: How to create and manage query tags

How to create and manage query tags


Sections in this article

What is a query tag?

What are the benefits of tagging?

How to create a tag

How to rename a tag

How to delete a tag

How to view the list of available tags

 

What Is a Query Tag?

A query tag is a user-defined label that describes or categorizes a query. As long as it is meaningful to you, the label can be a single word or phrase that identifies the type of query or its purpose.

 

What Are the Benefits of Tagging?

Tagging your queries is optional, but having a tagging system is useful especially if you have a lot of queries. One benefit of using tags is that they are searchable elements. When you want to locate a query saved in your system, you can use the tag to help you find it quickly. Tags can be used to identify various collections of queries. So, if you devise a tagging scheme that you consistently apply when saving your queries, you can use the tag as a filter to quickly locate all of the queries in your system that share the same tag.

 

How to create a tag 

The following procedure shows you how to create a tag. After you create the tag, it appears in the Tag dropdown list and is available for selection when you save the query.

Follow these steps for each tag you want to create.

  1. Click Query Tags to open the Query Tags window.

  2. Click Add Tag. Then, in the Tag Name field, type the name of the tag.

    For example:

  1. Click Update.

The list in the Query Tags window is updated with the name of the tag you added. You can now assign the tag to a query and use the tag as a filter to locate queries in the My Queries list..

  1. Click Close to exit.

 

How to rename a tag

If you need to change the name of a tag in your system, complete the following:

  1. Click Query Tags to open the Query Tags window.

  2. Next to the tag you want to edit, click Edit. Then, in the Tag Name field, type a new name for the tag.

  3. Click Update to apply the new name to the tag.

The Query Tags list is updated with the tag's new name.

  1. Click Close to exit the Query Tags window.

 

How to delete a tag

This procedure shows you how to remove an unused tag from your system.

  1. Click Query Tags to open the Query Tags window.

  2. Next to the tag you want to delete, click Delete.

  3. When prompted to confirm the deletion, click OK.

The tag is removed from the list.

  1. Click Close to exit the Query Tags window.

 

How to view the list of available tags 

The tags you create using the Add Tag feature are listed in the Query Tags window. To view the list:

  1. Click Query Tags to open the Query Tags window.

    The Query Tags list is displayed. This list shows the names of all of the query tags in your system.

  1. Click Close to exit.

 


Related Articles

About the Intelligent Query page

How to add, edit, or remove a condition

How to add, remove, or replace a column

How to assign a tag to a query

 

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