Fusion 24.1.0 Analyze Help Center

# Apply tags to data items

When Fusion analyzes data, text and metadata are extracted. Tags use this metadata to categorize and search your managed data.

Tags are created in Connect and are either applied automatically (a dynamic tag) as data is processed, or are applied manually (a static tag) in Manage and Analyze. Once tags have been applied, you can search or filter for data based on both dynamic and static tags.

When you apply tags to data items in Analyze, you can only choose from tags that were designated as static tags.

If multiple data items are selected in the data list, static tags applied to all of the selected data items display a blue background in the tag tab of the detail panel; tags applied to at least one of the selected data items (but not all) display a gray background.

To apply a tag to one or more data items in the data list

1. From the data list in a view that includes the detail panel, select the data items to which you want to apply tags.

   Use shift+click to select consecutive data items; use ctrl+click to select non-consecutive data items.

2. In either the List view () or Detailed view (), click the tag tab () in the detail panel.

   - In the Assigned Static Tags section, you can see any static tags applied to at least one of the selected data items.

   - If static tags exist, you can see the names of the available static TAGS.

   - If you have recently tagged data items, click RECENT TAGS to view the recently viewed static tags.

   - If you have many static tags, you can enter the name of the desired tag in the Find Tags field.

3. From either the TAGS or RECENT TAGS lists, hover over the blank tag icon () next to name of the tag you want to apply. When you hover over the blank tag icon, the icon changes to an add tag icon (); click the add tag icon to apply the tag to the selected data items.

   The tag is applied to the selected data items and the tag name is displayed in the Assigned Static Tags section of the open detail panel. In the TAGS and RECENT TAGS lists, the applied tags now display a tag icon with a check mark ().

To remove a tag from one or more data items in the data list

1. From the data list, select the data items you want to remove tags from.

   Use shift+click to select consecutive data items; use ctrl+click to select non-consecutive data items.

2. In either the List view () or Detailed view (), click the tag tab () in the detail panel..

   If static tags are applied to any of the selected data items, the tag names display in the Assign Static Tags section.

3. Click the X next to the tag name you want to remove.

   The tag is removed from all of the selected data items.

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Version 24.1.0 | Last updated December 2023
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