Create a child tag
Overview
This flow describes how to add a child tag under a root tag in Care.
A child tag gives users a fixed set of choices under one parent. When a user applies tags to a record, only one child tag from the same parent applies at a time. If the user selects another child under the same parent, Care replaces the current selection. Root tags without children do not have this limit. Users can combine them freely.
Pre-requisites
- You or another administrator created the root tag that you want to extend.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create Tag Config on Facility | Lets you create a tag in the facility. Facility Admin and Admin have this permission. |
Steps
1. Open the root tag
Open the detail page of the root tag. See the View tags flow.
2. Start the child tag form
Go to the Child Tags section. Select Add child tag. Care opens the same tag form that you use for a root tag. Care links the new tag to the parent tag.
3. Complete the tag form
Enter the details of the child tag.
| Components | What it captures |
|---|---|
| Display name | The name that users see for this tag. |
| Category | The category of the tag. Care fills this field from the parent tag. |
| Resource | The record type that the tag applies to. Care disables this field. A child tag always uses the resource type of its parent. |
| Priority | The order of the tag in lists. Care sets the priority of the parent as the default value. |
| Status | The status of the tag. |
| Description | More information about the tag. |
You enter Display name, Status, and Description in the same way as for a root tag.
4. Save the tag
Select the submit button.
Expected Outcome
- Care shows the message "Tag Config created successfully".
- The new tag is in the Child Tags list of the parent tag.
Related
Concepts:
Flows: