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Enabling case tags

Updated on April 5, 2022

Speed up case search by enabling case tags. When users tag cases, they can filter cases and Pulse messages to retrieve relevant information.

Uses can filter cases and messages in several ways, for example, by displaying only the recently added or most frequently used tags. To find specific cases, users can also apply precise tags instead of choosing default filters.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the case working area, click the Settings tab.
  3. In the settings navigation panel, click Collaboration.
  4. In the Tags section, select the Enable tags check box.
Result: At run time, users can add tags directly in the case view.What to do next: To improve case search, ensure that users apply consistent tagging by creating suggested tags. For more information, see Creating suggested tags for cases.

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