Tagging entries is a great way to manage entries, however, sometimes there are known events where you want a tag, or multiple tags, added to entries based on an event that just occurred, such as an entry being submitted, archived, or endorsed by a third-party.
Auto-tagging allows you to do just that, to apply a specific tag based on an action!
How do I auto-tag an entry?
Automatically adding a tag to entries based on events is easy to setup. Here's how...
- Go to Settings > Tags
- Create a new tag and give it a name
- Or click on an existing tag you want to automatically add to entries
- In the 'Automatically apply tag when' list, select the action/event you want
- This will be the event that will trigger the action of applying the tag to entries when the event happens
- Click Save.
Now, based on the auto-tag you have just set up, the tag will be automatically added to any entry where the selected event has occurred.
Example: The following configuration will add the tag whenever any entry is manually archived by a Program or Chapter manager
These are the events that will automatically add a tag to entries when they occur.
|Entry submitted||The action of an entry being successfully submitted|
|Entry archived manually||The action of an entry being manually archived|
|Entry resubmitted||The action of an entry being resubmitted|
|Entry tagged||The action of an entry being tagged|
|Payment success||The action of an entry being successfully paid for|
|Payment pending||The action of an entry going through the payment processes but not paid for (i.e. Option to pay via an invoice, outside of the platform)|
One of three possible actions from a review stage task:
|Entry duplicate confirmed||
One of two possible actions as a result of identifying duplicate entries/nominations
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