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Last updated June 17, 2019

Order Tags

Narrow your focus on relevant orders for better productivity on the floor and deeper analytical insights.

Order Info Tags Filters Table Configuration

Order Tags are the complement order data type to Datapoints. Where Datapoints are optimized for unique order values that are searchable and will bring you to the exact Order(s) you were seeking, Order Tags are optimized for classifying Orders such that you can filter to see many similar Orders of interest. In addition to filtering, Order Tags are visible in many places across the application to easily reference orders at a glance.

Tag Groups

Tag Groups are a collection of similar tags configured by organization Admins that can be applied to FactoryFour Resources.

They can have one of two formats: List or Range.

  • List: the most common format where an Admin populates a list of selections that can be manually or automatically added to a FactoryFour Resource.

    Ex: Location - Los Angeles, Baltimore, London
  • Range: a specialized format for a narrow range of numerical inputs

    Ex:  Priority - min: 1, max: 5

Tags within Tag Groups can enforced to be limited to a single tag at a time - mutually exclusive - or can accommodate multiple tags without restriction.

Applying and Removing Order Tags

Order Tags can be managed from two places in the app:

  1. Order Overview from the Order Info Panel where tags can be applied or removed.

  2. Bulk Action bar from any Orders Table (Home Page or Orders Page) where tags can only be bulk applied.

For detailed step-by-step instructions, see the user guide: How to Apply and Remove Order Tags.

Tags in Order Tables

Order Tags capture important information. That information needs to be visible and leveraged to help focus on relevant orders.

Like any other top-level Order Information, Order Tags can be added as columns to any Orders Table.

The most powerful aspect of Order Tags is the ability to filter Views to focus on high priority orders, orders only in your location or workstation, or any other Tag Group your organization uses. Note that the View filters use OR logic within Tag Groups and AND logic across Tag Groups.

Tags in Automation

Tags are optimized to enable extremely flexible automation using rules and hooks.

Tags Trigger Rules

Using the order_tag rule type, you can specify tags that trigger rules when applied or removed. The standard rule actions include: notify users, assign users, and set default workflow. When configuring a notification for task tags, you can utilize the following notification keys:

  1. List of added Order Tags %order_tags_added%
  2. List of removed Order Tags %order_tags_removed%

Tags Define Rule Scope

Using an order-status rule type, you can limit the scope of the rule by specifying tags that must be present in order for the action to be performed.

Rules Apply or Remove Tags

Using an order-status rule type, you can automatically apply tags or remove tags or entire tag groups from the order whose status changed.

Using an entity-status rule type, you can automatically apply tags or remove tags or entire tag groups from both the task whose status changed and the parent order.

Note: in order to avoid a tagging loop, a Tagging Rule cannot trigger the application or removal of a tag.

To learn more about rules, see the admin guide: [Rule Configuration](https://learn.factoryfour.com/admin-guides/automation/rule-config/)

Custom Rules and Hooks with Tags

Get creative by leveraging task tags to create more powerful custom Rules and Hooks - just be careful not to create a tagging loop!

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