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Coloured tags, auto-tag rules and include or exclude tag filters - Product News

Give tags colours, let rules tag applications from their answers, and filter lists by the tags an application has or lacks.

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ForAdministrators

What's new

  • Tags in colour. Settings > Tags has a Tags tab: your organisation's one list of tags, each in one of twelve colours, with how many applications, contracts, funds and payment batches carry it. An application's tags show as coloured chips at the top of its page. See Application tags and auto-tag rules.
  • Auto-tag rules. The Auto-tag rules tab tags applications in the grants you choose when their tagged answers meet a rule's conditions, and takes the tag off when they stop meeting them. Apply a rule to the applications already in a grant, and see how many were tagged.
  • Include and exclude tag filters. On All applications and a grant's Applications tab, Filters has Include tags and Exclude tags, each matching Any or All of the ticked tags, and Withdrawn automatically. See Applications list.