The following guide describes how you can configure tags and taxonomies in your Oro application. These are located under System>Tags Management in the main menu.
See a short demo on how to create tags and taxonomies, or continue reading the guidance below.
Taxonomy is a way to group things together. In your Oro application, you can group tags in taxonomies, and to every taxonomy you can assign a distinctive color to clearly identify different groups of tags that might serve different purposes.
To reach taxonomies, navigate to the main menu and click System>Tag Management>Taxonomies.
Once you have reached the Taxonomies page, you can create a new taxonomy by clicking Create Taxonomy in the top right corner.
Next, define the following fields:
|Owner||Limits the list of users who can manage the taxonomic unit.|
|Name||Specify the name for your taxonomic unit.|
|Color||Select the color for the taxonomic unit. Tags within this unit will have the same color assigned to them.|
Click Save and Close when you are done.
Manage Taxonomies From the Grid¶
From within the taxonomies grid, you can:
- Get to the view of a taxonomic unit:
- Get to the edit form of a taxonomic unit:
- Delete a taxonomic unit from the system:
- Filter taxonomies:
- Configure grid settings for taxonomies:
View Tagged content¶
Clicking on the selected tag will redirect you to a page where you can view all records that have been assigned your selected tag. This way you can search for any required tag within the system.
For instance, clicking Gold will redirect you to the page with a list of all records that have Gold as a tag.
The number in brackets indicates the how many records within the group are assigned the selected tag.