Tags Library
Overview
Tags are test components that enable analysts to mark (i.e. tag) tests in ways that will help them in the future when searching for tests, running analysis, etc. Tags can be optional or required, and you can use one or multiple tags in one test.
Types of Tags
- Single level tag. You can specify a word or several words by which you wish to tag your tests.
For example, you work in an R&D department and sometimes run tests for your Marketing colleagues. You can have a single level tag named "Marketing Department" and use it to tag all of your tests that you run for your Marketing colleagues to easily distinguish them from your other tests when it comes time to search for them or run analysis across multiple tests. - Tag with options. You can specify multiple choices (i.e sets of words) by which you wish to tag your tests.
For example, you can have a tag named "Location" with series of choices indicating the production location, or testing location, or whatever your scenario might be. - Tag with text. You can set an open text tag that requires analysts to enter a value in a tagged test, as opposed to selecting a choice as seen in the previous example.
For example, you can have a tag named "Order #" that requires analysts to enter the order number in the test they are working with. This is not something that can be a list to select from, but rather a unique code from test to test.
Create Tags
- In the Dashboard, from the black ribbon at the top, select Libraries > Tags.
- In the top left corner, click New tag. Specify:
- The tag name.
- The analyst groups you wish to make the tag available to, if applicable.
- Whether the tag will be required or not in tests. If toggled to Yes, all tests in all groups that you make this tag available to will require the tag to be present and set properly in order to run the tests.
- The tag type and option if you selected Tag with options.
- Whether the tag will automatically clear when tests containing the tag are cloned. If toggled to No, tests containing the tag when cloned will also clone the tag values that were set in the original test.
- Click Create tag.
Your newly created tag is ready to be used in tests.
Tag Tests
- Open a test to the Overview tab.
- Click Add tags.
- Select a tag or multiple tags that you wish to tag your test with.
If you need to tag a test with the same tag type multiple times, you can do that, too.
Search by Tags
Search for tests using the tag criteria in the Advanced search & analysis across tests, or in the Products library > Reports.
Manage Tags
You can edit existing tags, but you cannot change their type. For example, if you set a tag as a Single level type, but realized later that it should have options, you will need to deactivate the Single level tag and create a new Tag with options.
Tags cannot be deleted to preserve the link with the tests that might have them included. If you absolutely need to remove a tag from your subscription, please contact Compusense Support Team for assistance.
To modify a tag:
- In the Tags library, select a tag you wish to modify.
- Click Edit tag and make necessary changes.
- Click Save tag.
To deactivate a tag:
- In the Tags library, select a tag you wish to deactivate.
- All the way to the right in that tag's row, uncheck the Active checkbox and click Inactivate. The tag will no longer be available for adding in tests.
To activate a tag:
- In the Tags library, select a tag you wish to activate.
- All the way to the right in that tag's row, place a checkmark in the Active checkbox. The tag will become available to be added in tests.
Related Articles
Tags Library Overview
Overview The Tags library is a place where you can keep all of your test tags. Test tags are useful for marking (tagging) tests for easier search and for additional analysis options. Please watch the video below for more details. If you have any ...Attributes Library
Overview The Attributes library is where you can create and manage reusable attributes. Once an attribute is in the library, it can be inserted directly into tests rather than being built from scratch each time. The attributes are not assigned to any ...Attributes Library Import/Export
Overview The Attributes library supports bulk workflows for managing attributes; exporting the full attribute list and two dedicated import wizards: Import new for creating multiple attributes and Import update for editing multiple existing ...Rewards Library
Overview The Rewards library is a place where you can keep and manage rewards for panelists. In combination with the incentives system, your panelists can redeem their points by themselves for rewards that you prepare for them. Integrations are ...Panelists Library
Overview In order to invite panelists to your tests and to otherwise communicate with panelists from our software, the panelists (their records) need to exist in the Panelists library. You can organize your panelists into panels and subpanels. There ...