Tagging: Difference between revisions

From zFairs Contest Management

Anna (talk | contribs)

1 user group
437 edits
Created page with "== Auto Tags == - [https://youtube.com/shorts/AJ-3WQlt9pY?feature=share] ====Start by going to Staff > Tags==== =====To add a tag:===== # Click Add in the top right corner...."
 
No edit summary
 
(2 intermediate revisions by 2 users not shown)
Line 1: Line 1:
== Auto Tags == - [https://youtube.com/shorts/AJ-3WQlt9pY?feature=share]
There are 3 types of tags:
*People Tags - tag a person like a judge, teacher, or volunteer. You can also tag a participant with a person tag, but it is identified separately from project tags and will not show in judging.
*Project Tags- Tag a project. Best when used for t
*Auto Tags
== Auto Tags ==
Watch a short overview: [https://youtube.com/shorts/AJ-3WQlt9pY?feature=share Auto Tags video]


====Start by going to Staff > Tags====
Start by going to '''Staff → Tags'''.


=====To add a tag:=====
=== To add a tag ===
# Click '''Add''' in the top right corner.
# Select which type of tag you want:
#* '''Project:''' Assigned to the project/entry. Helpful when filtering by entry (e.g. round setup) and can be identified during scoring.
#* '''Person:''' Assigned to any user. Useful for filtering judges in round setup and sorting users in reports.
#* '''Auto:''' Automatically assigned as Person tags based on registration question responses.
# Give the tag a name that will help you identify the information you need.
# Choose a color for the tag. Leave it “not set” for a grey tag.
# Add any notes if wanted (not required).
# Click '''Save'''. For Project or Person tags, continue to Bulk Tags or Assigning Tags. For Auto Tags, continue below.
# After save, new fields appear for Auto tags. Set only '''one''' filter type per tag (or leave blank):
#* '''System Tags:''' Tags associated with configurations/responses (e.g. electrical outlet fee; auto tag when fee is paid).
#* '''System Tag Value:''' The response associated with the system setting (yes, no, true, false, etc.).
#* '''Auto Tag Settings:''' Registration fields. Choose “Missing Value” (no response) or “Values Equals” and enter the response in '''Value When to Tag'''.
#* '''Auto Tag Settings (Custom Questions):''' Same as above for custom questions; use '''Value When to Tag''' for the match value.
# Save. Tags are applied even if registration is already finished.


# Click Add in the top right corner.
'''Notes:''' Auto tags will not work if the registration response is deleted, or if you name the tag the same as another tag.
# Select which type of tag you want:<br>• **'''Project:'''** This type of tag is assigned to the project/entry. Project tags can be helpful when filtering by the entry, such as in round setup. Project tags can also be identified during scoring.<br>• **''''Person:'''** These types of tags are assigned to any user needed. Person tags are good to use to filter out/in specific judges in round setup and also to sort users in reports.<br>• **'''Auto:'''** These tags are automatically assigned as Person tags, but are set up using responses to registration questions.
# Give the tag a name that will help you identify the information you need.
# Choose a color for the tag. You can leave it “not set” and it will be a grey colored tag.
# Add any notes if wanted (but it is not required to make a tag)
# Click Save. From here you have made a tag. If just doing a Project or Person tag, continue to Bulk Tags or to Assigning Tags. If making an Auto Tag, continue to the next step.
# After clicking save, new fields will appear to set the Auto tag. The following filters can be set or left blank. Only set one type of filter per tag.<br>• **'''System Tags:'''** These are tags associated with configurations and responses associated with them (i.e. Electrical outlet configuration setting the fee; auto tag assigned when fee is paid)<br>• **'''System Tag Value:'''** The response associated with the system setting (yes, no, true, false, etc.)<br>• **'''Auto Tag Settings:'''** These are associated with fields that appear in the registration. You can choose between “Missing Value” which means the user did not leave a response, or “Values Equals” which allows you to not only pick the field, but also to add the chosen response to that field if there can be multiple responses. Type in the needed response into the “Value When to Tag” field.<br>• **'''Auto Tag Settings (Custom Questions):'''** These work the same as the above auto tag settings, these instead will show any custom question you have set, and allow the tag to be applied to the missing response, or the value that you set. Use the “Value When to Tag” found in the Auto Tag Settings (Values Equals) section.
# Save. Tags will be automatically applied even if the registration has already been finished. Auto tags will not work if the response from the registration is deleted. They also will not work if you name the tag the same as another.


Auto tags will not work if the response from the registration is deleted. They also will not work if you name the tag the same as another.
== Assigning Tags ==
To individually assign a tag to a user:
# Open the '''People''' page
# Click on the user’s name or icon
# Select '''Tags'''
# Select which tag or tags to assign
# Click '''Add Tag'''


====Assigning Tags=====
== Bulk Tags ==
# First create a Person or Project tag (Auto tags cannot be used with bulk tagging)
# Click '''bulk tag''' at the bottom of the Tags page
# Select which tag to assign in bulk
# Type in the person ID numbers (or entry IDs) of the users you want to tag (person IDs are in reports)
# Click '''Add Tags''', or leave IDs blank and click '''Remove Tags''' to remove in bulk


To individually assign a tag to a user:
== Bulk Tags on the People Page ==
#Open the People Page
# Open the People Page and filter to the users needed
#Click on the User’s name or icon
# Click '''Select''' in the top right corner
#Select “Tags”
# Check the box next to all the names you want to tag
#Select which tag or tags you would like to assign that user.
# Click '''Bulk Tag''' at the top of the list
#Click “Add Tag”
# Select which tag to add
# Click '''Add Tag'''


====Bulk Tags====
See also: [[Webinar - 2021 Feb 4 - Tags]]


#First create a Person or Project tag. (Auto tags can not be used with bulk tagging)
#Next, click “bulk tag” at the bottom of the Tags page.
#Select which tag you would like to assign in bulk.
#Type in the person ID numbers (or entry ID’s) of the users you want to tag. (person IDs can be found in reports)
#Click “Add Tags” or if removing a tag in bulk, leave IDs blank and click “Remove Tags”


=====Bulk Tags on the People Page=====
----
''Updated from Support instructions (2026).''


#Open the People Page and filter by users needed.
[[Category: How To]]
#Click “Select” in the top right corner
[[Category: Features]]
#Check the box next to all the names of the people you want to tag.
[[Category: User Management]]
#Click on “Bulk Tag” at the top of the list.
#Select which tag you want to add.
#Click “Add Tag”

Latest revision as of 11:15, 23 October 2026

There are 3 types of tags:

  • People Tags - tag a person like a judge, teacher, or volunteer. You can also tag a participant with a person tag, but it is identified separately from project tags and will not show in judging.
  • Project Tags- Tag a project. Best when used for t
  • Auto Tags

Auto Tags

Watch a short overview: Auto Tags video

Start by going to Staff → Tags.

To add a tag

  1. Click Add in the top right corner.
  2. Select which type of tag you want:
    • Project: Assigned to the project/entry. Helpful when filtering by entry (e.g. round setup) and can be identified during scoring.
    • Person: Assigned to any user. Useful for filtering judges in round setup and sorting users in reports.
    • Auto: Automatically assigned as Person tags based on registration question responses.
  3. Give the tag a name that will help you identify the information you need.
  4. Choose a color for the tag. Leave it “not set” for a grey tag.
  5. Add any notes if wanted (not required).
  6. Click Save. For Project or Person tags, continue to Bulk Tags or Assigning Tags. For Auto Tags, continue below.
  7. After save, new fields appear for Auto tags. Set only one filter type per tag (or leave blank):
    • System Tags: Tags associated with configurations/responses (e.g. electrical outlet fee; auto tag when fee is paid).
    • System Tag Value: The response associated with the system setting (yes, no, true, false, etc.).
    • Auto Tag Settings: Registration fields. Choose “Missing Value” (no response) or “Values Equals” and enter the response in Value When to Tag.
    • Auto Tag Settings (Custom Questions): Same as above for custom questions; use Value When to Tag for the match value.
  8. Save. Tags are applied even if registration is already finished.

Notes: Auto tags will not work if the registration response is deleted, or if you name the tag the same as another tag.

Assigning Tags

To individually assign a tag to a user:

  1. Open the People page
  2. Click on the user’s name or icon
  3. Select Tags
  4. Select which tag or tags to assign
  5. Click Add Tag

Bulk Tags

  1. First create a Person or Project tag (Auto tags cannot be used with bulk tagging)
  2. Click bulk tag at the bottom of the Tags page
  3. Select which tag to assign in bulk
  4. Type in the person ID numbers (or entry IDs) of the users you want to tag (person IDs are in reports)
  5. Click Add Tags, or leave IDs blank and click Remove Tags to remove in bulk

Bulk Tags on the People Page

  1. Open the People Page and filter to the users needed
  2. Click Select in the top right corner
  3. Check the box next to all the names you want to tag
  4. Click Bulk Tag at the top of the list
  5. Select which tag to add
  6. Click Add Tag

See also: Webinar - 2021 Feb 4 - Tags


Updated from Support instructions (2026).

Retrieved from "https://wiki.zFairs.com/index.php?title=Tagging&oldid=1298"