How to use Tags to organize Forms and Users on Droplet

Modified on Fri, 16 Feb 2024 at 12:14 PM

As your organization grows with Droplet, you will have many forms and many users. One way to help both of these areas stay organized and keep your team working quickly is to use Tags. You can set tags on forms and user accounts to give you insight, at a glance, into how they relate to your organization.


Form Tags

Tags can be used in a multitude of ways but the most common way is to label which forms belong to which department. In the image below, the form has two Tags - one that indicates it is used for Onboarding and the other identifying it as a Payroll Department form.

Account Tags

Department tags may also be used with user accounts for a similar purpose. Ultimately, you can create as many additional tags as you want, to help you identify the users in your Droplet organization. For example, using department /job title tags may be helpful in ensuring groups of people who do the same work on Droplet have the same Role.


Adding or Updating Tags

To add or change the Tags on a form or user account, you will check the box(es) next to the form(s) or account(s) you would like to update, and then press Actions. From the Actions menu, you can choose to Add or to Manage Tags which will allow you to both add and remove Tags at the same time.

If you are adding a new Tag, you will need to provide a name and its value. The name or category of the tag will display first. The value or the subcategory for this tag will display second. When you press "Done" the tag is ready to be added. Press "Add Tags" below and it will display on the user accounts/forms you have selected. This tag is now available in Filters at the top of the Accounts or Forms page.

Removing Tags

When you no longer need a form or user account to be tagged, you can remove the associated Tag(s) by checking the box(es) next to the form(s) or account(s) and then pressing Actions, and Remove Tags. When you press the small 'x' the tag will move to the "Remove these tags" list and your action will be completed when you click "Remove Selected Tags".

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