How do I add a new tag dependency?

In PowerSteering it is common for there to be multiple tags associated with an object. Using tag dependencies, you can create complex sets of tags where users see tag values based on a previous selection. This article describes how to create a tag dependency.

1. Click Tags

Click Tags
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Tags.

2. Create Tags

  • Prior to creating a tag dependency, you need to have all of your individual tags created in PowerSteering. A dependency cannot be created between two tags unless both tags are associated with the same object type. See the articles How do I add a new tag? and How do I add or update tag values? for more information about creating tags.

Note: Hierarchical tags cannot be used to create tag dependencies.

3. Click Dependencies

  • Click the Dependencies tab.

4. Click Add New

  • Click Add New.

5. Add Tag Dependency

Add Tag Dependency
  1. Enter tag dependency details.
  2. Click Update Details.

Name: A name for the tag dependency that will appear in Field Management.

Description: Text that describes the tag dependency's purpose (optional). If you enter text in this field, the tag will appear with a yellow underline and users can hover over the underlined tag dependency name to view the description text.

Associate with: Specify what the tag should be associated with. Note: A tag dependency cannot be associated with a Status Report; whereas, a custom field can be.

  • Messages: A tag can be associated with risks and/or issues. Select which items you would like to associate the tag with.
  • People: A tag can be associated with users, groups, resource pools or resource qualifications. Select which people you would like to associate the tag with.
  • Work Types: A tag can be associated with work. Select which objects you would like to associate the tag with.

6. Click Top

  • Click the Top hyperlink.

7. Select Top Level Tags and Values

  1. Select your top level tag from the Tag/Tag Group drop-down menu. Only one Tag/Tag Group can be selected for the top level of a tag dependency. Note: This menu only displays tags associated with the items that the dependency is associated with.
  2. From the Values drop-down menu, select the value(s) you want as tag options. Note: The *Any* option is a wildcard and will allow any of the tag values to be selected.
  3. Click Done.
  4. Once your Tag/Tag Group and Values have been selected, click Submit.

8. Add Tag Level

Add Tag Level
  1. Click the triangle next to the tag you want to add a tag level under.
  2. From the context sensitive drop-down menu, click Add.

9. Select Second Level Tags and Values

  1. Select your second level tag from the Tag/Tag Group drop-down menu. Note: This menu only displays tags associated with the items that the dependency is associated with.
  2. From the Values drop-down menu, select the value(s) you want as tag options. Note: The *Any* option is a wildcard and will allow any of the tag values to be selected.
  3. Click Done.
  4. Once your Tag/Tag Group and Values have been selected, click Submit.
  5. Repeat Steps 7 and 8 to add tag levels to the other countries.

10. Add Tag Level

Add Tag Level
  1. Click the triangle next to the tag you want to add a tag level under.
  2. From the context sensitive drop-down menu, click Add.

11. Select Third Level Tags and Values

  1. Select your third level tag from the Tag/Tag Group drop-down menu. Note: This menu only displays tags associated with the items that the dependency is associated with.
  2. From the Values drop-down menu, select the value(s) you want as tag options. Note: The *Any* option is a wildcard and will allow any of the tag values to be selected.
  3. Click Done.
  4. Once your Tag/Tag Group and Values have been selected, click Submit.
  5. Repeat Steps 9 and 10 to add tag levels to the other states.

12. Add Tag Level

Add Tag Level
  1. Click the triangle next to the tag you want to add a tag level under.
  2. From the context sensitive drop-down menu, click Add.

13. Select Fourth Level Tags and Values

  1. Select your fourth level tag from the Tag/Tag Group drop-down menu. Note: This menu only displays tags associated with the items that the dependency is associated with.
  2. From the Values drop-down menu, select the value(s) you want as tag options. Note: The *Any* option is a wildcard and will allow any of the tag values to be selected.
  3. Click Done.
  4. Once your Tag/Tag Group and Values have been selected, click Submit.
  5. Repeat Steps 11 and 12 to add tag levels to the other cities.

14. View Expanded Dependency Layout

  1. Click the triangle next to the Top link.
  2. From the context sensitive drop-down menu, click Expand All to view all levels of the dependency layout.

15. Preview Tag Dependency

  • Click the Preview tab to test the functionality of your tag dependency.

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