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Submission Tags

Tags allow you to add custom labels to your form's submissions.

The list of tags will appear in a form's submission manager both in a column labeled "Tags" as well as within the Submission Details panel under the "Tagged as" header.

If there are too many tags to display within the column, an icon will appear with the number of additional tags will appear. You can click this icon to view all those users.


Editing Tags

You can add tags both manually on a submission-by-submission basis or automatically using the Submission Rule Builder.

How to Manually Add Tags to a Submission

  1. From the Submission Manager, navigate to the submission you'd like to tag
  2. Either directly in the column or in the Submission Details pane, click the Add Tag icon
  3. Within the drop-down that appears, either scroll to find the desired tag or begin typing the name to search existing tags and click the desired matching tag, or
  4. To create a new tag, type in the name and click "New Tag"

How to Remove a Tag

  1. From the Submission Manager, navigate to the submission either within the Tags column in the Submission Details Pane
  2. Simply click the X mark on the right side of the tag

How to Automatically Tag Submissions

To automatically add tags to submissions, you can create rules using the Submission Rule Builder.

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