Automated tagging

What is automated tagging?

This feature allows you to automatically apply tags to applications to assist with their management. Tags can be automatically applied based on the option(s) selected by an applicant in an optionable field of the application form or by a specified trigger. Depending on your needs, both options are available and can be used in conjunction with one another. 

Auto-tag based on an optionable field

You may have an optionable field, such as a drop-down or checkbox list, within your form wherein applicants choose from a variety of options. While this feature has many applications, it is most commonly used to track demographics or to allow applicants to "apply" for multiple categories. To configure automated tagging based on a field:

1. In the Manage workspace, go to Applications
2. Click Edit form and choose your desired form if multiple are configured
3. Configure a new or edit an existing optionable field (see: Add an application field)
4. In the 'Options' section of the configuration tray, toggle on Auto-tag
   
   
5. Specify your desired tag for each label
6. Click Save when finished

When an applicant chooses an option within the optionable field, a tag of the selected option (or options) will be applied to the application based on the option's Value. 

Auto-tag based on a trigger

There are a number of available triggers baked into the Good Grants platform that can be used to facilitate automated tagging. You can find that list in the Available triggers section below. To configure the auto-tag, follow these steps:

1. In the Manage workspace, go to Settings > General > Tags
2. Create a new tag by clicking Add tag and give it a name or click on an existing tag you want to automatically add to applications
3. In the Automatically apply tag when list, select the action/event you want to trigger the automatic tagging
4. Click Save

Based on the auto-tag you have just set up, the tag will be automatically added to any application when the selected event occurs.

Example: the following configuration will add the tag whenever any application is manually archived by a grant manager or chapter administrator.

Available triggers

These are the events that will automatically add a tag to applications when they occur.