ClearForms - Add Tags to Submissions

Add tags to Submissions to associate each with a specific key word or phrase and use it as a filter and search tool in the Form Submission Tab.

Note: all tags will display in all capital letters. Renewal Submissions will be automatically tagged as RENEWAL.  

There are several steps to utilizing tags in Online Forms. Select the link below to jump to that section of the article.

• Tag submissions in bulk
• Add a new tag in the Form Submissions tab
• Manage tags
• Create a new tag
• Edit an existing tag
• Delete a tag

Tag Submissions in Bulk 

In the Form Submissions tab, you can add tags to submissions in bulk by following these steps:

1. Select one or more submissions using the check box to the left of the submission number.
2. Select the Add Tags button at the top of the table.
3. Select the tag you wish to apply.
4. Select the Tag Submissions button to save the tag.

Note: Remove tags from submissions by multi-selecting again, and then selecting Remove Tags. Choose the tag to remove from all selected submissions.

Add a New Tag in the Form Submissions Tab 

New tags can be added in the Form Submissions tab. Follow the steps below to learn how:

1. Select one or more submissions using the check box to the left of the submission number.
2. Select the Add Tags button.
3. In the tag search box, type the name of a new tag you want to create
4. Select Add new tag - name of your new tag to make a brand new tag.
5. Select Tag Submissions to save that tag for future use. 

Manage Tags 

Select any submission to manage its existing tags by selecting the Manage Tags link at the top of the submission. Note: all tags will display in all capital letters. 

After selecting Manage Tags inside of a submission, you can add new tags, edit existing tags, or delete tags. 

Create a New Tag 

To add a tag, select the Manage Tags button and select Create New Tag.

Give the tag a name and press enter/return to add this tag to the form submission.

Edit an Existing Tag 

Rename a tag by selecting the pencil icon to the right of the tag.

When finished, select the grey checkmark icon or press enter/return to save.

Note: The tag name will be updated on this form submission ONLY. It will not rename the tag on other submissions that also include this tag. 

Delete a Tag 

To delete tags, select Manage Tags and then select the trash can icon to the right of the tag.

This will delete the tag from this submission, along with anything else that includes this tag.

Note: this will delete the tag from all submissions permanently.