You can add tags to multiple records at once using the Bulk Add Tags action within a table. NOTE: During this process, you can create the tags to be added if the tags are not already created.
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Access the table containing the records you want to add tags to.
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Select the records you want to add tags to by clicking the checkbox next to each record.
NOTE: You can select all records that are displayed by clicking the checkbox in the upper left corner:
If the list of records exceeds the page limit (i.e., 20 records), a message will appear at the top indicating that you have only selected the records on this page and a link allows you to select all records. -
From the Actions drop-down menu, select Bulk Add Tags. The Setup step in the Bulk Add Tags process appears.
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Select or create the tag(s) you would like to add. If you want to create a new tag, type the tag name and press Enter.
NOTE: You can create/add as many tags as necessary. If a record already contains a selected tag, the tag will not be duplicated. -
Click Next.
- Review the records to be updated; and if correct, click Submit. The tag(s) will be added.
- Click the Return link to return to the table.
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