Adding Tags to Existing Report
Hello,
I have a ticket report that we use year after year and add new tags to as they are created. I've noticed that when I add a new tag all the tags that were listed previously are unchecked if they aren't on that first page of the search. How should I be updating the report differently to ensure all the tags that were on it stay and I can add the one additional tag?
Asked by Rachel Renckly
on Tue 9/26/23 10:26 AM
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Answer (1)
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Mark Sayers
Tue 9/26/23 10:58 AM
Can you unpack that process for me a little bit so I can understand why additional tags are being added?
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Yes, sorry it took me so long to get back to this. We complete upgrades on our systems every 3 months or so. Each time we do that we create a new tag for the newest upgrade. We are required to keep a record of our change process for each upgrade for the last 7 years. So, we created a report that houses all the past upgrade tickets, differentiated by their tag for that particular upgrade. I add that new tag to the list of tags in the report to keep everything together.
- Rachel Renckly
Thu 9/28/23 10:21 AM
I had thought that multi-select lookup pages were working properly to save pre-selected values. Are you testing and it is consistently dropping older selections from the inclusion list? Also how can you tell, if you have 7 years worth of tags (from every 3 months) selected? That sounds like a lot of tags.
Maybe you could make a separate filter of tags for each of the 7 years you have to track. That way you're only updating the recent year's worth of filter values for tags. When a new year rolls over, you remove the oldest year's filter listing and add one for the new year. - Mark Sayers Thu 9/28/23 10:47 AM
Maybe you could make a separate filter of tags for each of the 7 years you have to track. That way you're only updating the recent year's worth of filter values for tags. When a new year rolls over, you remove the oldest year's filter listing and add one for the new year. - Mark Sayers Thu 9/28/23 10:47 AM
Unfortunately it happens every time I try to update it. I know that it will do that, so I copy the list of tags that shows there and paste it on a sticky note, then click the search button to add the new one along with all the others that don't show up on that first page. I thought maybe I was just adding them incorrectly and that's why they were falling off. I didn't know I could create a filter of tags. That would be great!
- Rachel Renckly
Thu 9/28/23 11:19 AM