Automated tagging allows you to automatically add tags to applications based on triggers, or events, such as application submission, application duplicate confirmed, or action stage started. Multiple tags can be added at the same time and in bulk to many entries at once.
How do I auto-tag an application?
Automatically adding a tag to applications based on events is easy to setup. Here's how...
- In the Manage workspace, go to Settings > General > Tags
- 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
- In the Automatically apply tag when list, select the action/event you want to trigger the automatic tagging
- 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.
These are the events that will automatically add a tag to applications when they occur.
|Application submitted||The action of an application being successfully submitted.|
|Application archived manually||The action of an application being manually archived.|
|Application resubmitted||The action of an application being resubmitted.|
|Application tagged||The action of an application being tagged.|
|Payment success||The action of an application being successfully paid for.|
|Payment pending||The action of an application going through the payment processes but not paid for; i.e. option to pay via an invoice, outside of the platform.|
One of three possible actions from an action stage task:
One of three possible actions from moderating an application.
|Application duplicate confirmed||
One of two possible actions as a result of identifying duplicate applications:
|Assignment completed||Reviewing assignment completed by score set selected.|