Working with Content Library hierarchical tags

Overview

You must contact accountmanagers@responsive.io or your CSMs to enable hierarchical tags. Once you enabled, they can't be disabled. 

Hierarchical tags allow for multi-level content tagging, similar to a folder structure, and is a more efficient way of organizing content. Hierarchical tags are applicable wherever Content Library tags are used.  

You can have any number of child or grandchild tags; however, you can only have three levels in the hierarchy. 

Select the applicable tab for your edition of Responsive.

• Creating hierarchical tags in Organization Settings

  1. Go to Organizational Settings > Content Library > Tags and click Create New. The Create Tags section appears.
  2. Enter a name for the tag.
     • There is a 100 character limit for an individual tag.
     • Tags can't be created with the special characters < or >.
  3. Select the parent tag you want to nest this tag under from the Nest tag drop-down list.
     Note: To create a grandchild tag, select the parent > child tag from the available nested tags list.
     
  4. Select a background and foreground color (optional).
  5. Click Create.

  Creating hierarchical tags from the Answer Editor

  1. Click Edit on the content card of the Q&A pair you want to create the tag for, then click Metadata to expand that section.
  2. Under tags, enter the name of the tag you want to create and click Enter.
  3. Click the three-dot menu associated with the tag name and select Nest tag under.
     
  4. When the Nest tag under pop-up appears, select the parent tag from the Nest tag under drop-down list.
     
     Note: To create a grandchild tag, select a child tag as the parent tag and click Save.
     
  5. Click Save. The tag will be created and displayed as shown below:
     

  Creating hierarchical tags when updating tags

  1. Click the Add tag icon on the content card of the Q&A pair you want to create the tag for.
  2. When the Update tags pop-up appears, enter the name of the tag you want to create. If it’s a new tag, the Set hierarchy link displays.
     
  3. When the Add tags pop-up appears, select the parent tag that you want to nest the newly created tag under.
     
  4. Click Save. The newly added tag will be displayed.
     
     

  Importing hierarchical tags

  Prerequisite: The tags to be imported should be available in the application.

  1. Open the file you want to import and update the tags to the following format: Parent tag >> Child tag >> Grandchild tag.
  2. Save the file and import it. The tags will be imported and displayed as hierarchical tags.

  Importing via standard template/advanced configuration

  When manually importing files, any tags that have the Parent tag >> Child tag >> Grandchild tag format are imported into the application only if these tags are already available in Organization Settings.

  

  Once imported:

  • If moderation is enabled, the content will be submitted for moderation.
    
  • If moderation is not enabled, the content will be directly added to the library.

  Filtering and searching tags

  You can filter and search for content based on hierarchical tags.

  Using the filter

  • When filtering content by parent tag, all content tagged with the parent/child/grandchild tags are retrieved. For example, if there are five child tags and each of them have two grandchild tags, all content with any of these tags will be retrieved.
    
  • When filtering content by child tag, only the content with that tag is retrieved; the content with the parent tag will not be retrieved unless it’s tagged with the child tag as well.
    

  Using the advanced filter

  Select the tags you want to search for from the list.

  • When searching by parent tag, all content tagged with the parent/child/grandchild tags are retrieved by default.
    
  • When searching by child tag, only the content with that tag is retrieved.

  Using RQL searches

  You can perform an RQL search for hierarchical tags using the following syntax: Tags:“Parent Tag >> Child Tag >> Grandchild Tag”

  

  Tagged content count

  When content is tagged with a parent tag, only the count of the parent tag increases. However, when content is tagged with a child or grandchild tag, count of all its parents tag increments.

  For example, if there is a Hierarchical Tag- Security → Compliance → Requirements, tagging a content with Security will increment the count of the Tag Security by 1. When the content is tagged with Compliance, the count of both Security and Compliance increments by 1. When tagged with Requirements, the count of all three tags in the hierarchy increments by 1.

  Viewing tags in linked companies

  If hierarchical tags are not enabled in the parent company, but enabled in the partner companies, the tags can be viewed by the parent company as well.

  Tags in projects

  Hierarchical tags are applicable wherever Content Library tags are applicable in projects.

  • Activities: Whenever a hierarchical tag is added, it’s captured in the Activities.
    
  • Bulk Update: Hierarchical tags can also be bulk updated.
    
  • Advanced Filter: Q&A Pairs can be filtered using hierarchical tags.
    
  • Project Report: In the exported Excel, the Tag column displays hierarchical tags in the format parent tag >> child tag >> grand child tag>> separated by commas.
  • Project settings: You can filter content based on hierarchical tags under Answer Library search and AI Assistant.
    
  • Documents: When adding attachments from the Document Library, the Document Library pop-up displays hierarchical tags in the Tags column.
  • Import from Section templates: While importing sections through section templates, the Add sections from template pop-up displays hierarchical tags if any are present under the Tags column. The Group Name will also be displayed.
  • Project Duplicates: Under project duplicates check, for project question cards, hierarchical tags will be displayed if any.
  • Recommendations Pane: Hierarchical tags can also be viewed from the Recommendations pane. Hovering over the tags will display the hierarchy. The content can be applied to the question and the tags will be carried over.
    

  Editing and Deleting Tags

  When working with hierarchical tags you can't edit or delete a parent tag without deleting the child tag.

  For example, if you have Product (the parent tag)>>TW team (the child tag), and you want to make TW team(child tag) the parent tag, you must delete the TW team tag and create a new tag called TW team as a parent tag.

  Tags in Widgets and Lookup

  Hierarchical tags are also available on all widgets and LookUp.

  

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Creating hierarchical tags in Organization Settings

  1. Go to Organizational Settings > Content Library > Tags and click Create New. The Create Tags section appears.
  2. Enter a name for the tag.
     • There is a 100 character limit for an individual tag.
     • Tags can't be created with the special characters < or >.
  3. Select the parent tag you want to nest this tag under from the Nest tag drop-down list.
     Note: To create a grandchild tag, select the parent > child tag from the available nested tags list.
     
  4. Select a background and foreground color (optional).
  5. Click Create.

  Creating hierarchical tags from the Answer Editor

  1. Click Edit on the content card of the Q&A pair you want to create the tag for, then click Metadata to expand that section.
  2. Under tags, enter the name of the tag you want to create and click Enter.
  3. Click the three-dot menu associated with the tag name and select Nest tag under.
     
  4. When the Nest tag under pop-up appears, select the parent tag from the Nest tag under drop-down list.
     
     Note: To create a grandchild tag, select a child tag as the parent tag and click Save.
     
  5. Click Save. The tag will be created and displayed as shown below:
     

  Creating hierarchical tags when updating tags

  1. Click the Add tag icon on the content card of the Q&A pair you want to create the tag for.
  2. When the Update tags pop-up appears, enter the name of the tag you want to create. If it’s a new tag, the Set hierarchy link displays.
     
  3. When the Add tags pop-up appears, select the parent tag that you want to nest the newly created tag under.
     
  4. Click Save. The newly added tag will be displayed.
     
     

  Importing hierarchical tags

  Prerequisite: The tags to be imported should be available in the application.

  1. Open the file you want to import and update the tags to the following format: Parent tag >> Child tag >> Grandchild tag.
  2. Save the file and import it. The tags will be imported and displayed as hierarchical tags.

  Importing via standard template/advanced configuration

  When manually importing files, any tags that have the Parent tag >> Child tag >> Grandchild tag format are imported into the application only if these tags are already available in Organization Settings.

  

  Once imported:

  • If moderation is enabled, the content will be submitted for moderation.
    
  • If moderation is not enabled, the content will be directly added to the library.

  Filtering and searching tags

  You can filter and search for content based on hierarchical tags.

  Using the filter

  • When filtering content by parent tag, all content tagged with the parent/child/grandchild tags are retrieved. For example, if there are five child tags and each of them have two grandchild tags, all content with any of these tags will be retrieved.
    
  • When filtering content by child tag, only the content with that tag is retrieved; the content with the parent tag will not be retrieved unless it’s tagged with the child tag as well.
    

  Using the advanced filter

  Select the tags you want to search for from the list.

  • When searching by parent tag, all content tagged with the parent/child/grandchild tags are retrieved by default.
    
  • When searching by child tag, only the content with that tag is retrieved.

  Using RQL searches

  You can perform an RQL search for hierarchical tags using the following syntax: Tags:“Parent Tag >> Child Tag >> Grandchild Tag”

  

  Tagged content count

  When content is tagged with a parent tag, only the count of the parent tag increases. However, when content is tagged with a child or grandchild tag, count of all its parents tag increments.

  For example, if there is a Hierarchical Tag- Security → Compliance → Requirements, tagging a content with Security will increment the count of the Tag Security by 1. When the content is tagged with Compliance, the count of both Security and Compliance increments by 1. When tagged with Requirements, the count of all three tags in the hierarchy increments by 1.

  Viewing tags in linked companies

  If hierarchical tags are not enabled in the parent company, but enabled in the partner companies, the tags can be viewed by the parent company as well.

  Tags in projects

  Hierarchical tags are applicable wherever Content Library tags are applicable in projects.

  • Activities: Whenever a hierarchical tag is added, it’s captured in the Activities.
    
  • Bulk Update: Hierarchical tags can also be bulk updated.
    
  • Advanced Filter: Q&A Pairs can be filtered using hierarchical tags.
    
  • Project Report: In the exported Excel, the Tag column displays hierarchical tags in the format parent tag >> child tag >> grand child tag>> separated by commas.
  • Project settings: You can filter content based on hierarchical tags under Answer Library search and AI Assistant.
    
  • Documents: When adding attachments from the Document Library, the Document Library pop-up displays hierarchical tags in the Tags column.
  • Import from Section templates: While importing sections through section templates, the Add sections from template pop-up displays hierarchical tags if any are present under the Tags column. The Group Name will also be displayed.
  • Project Duplicates: Under project duplicates check, for project question cards, hierarchical tags will be displayed if any.
  • Recommendations Pane: Hierarchical tags can also be viewed from the Recommendations pane. Hovering over the tags will display the hierarchy. The content can be applied to the question and the tags will be carried over.
    

  Editing and Deleting Tags

  When working with hierarchical tags you can't edit or delete a parent tag without deleting the child tag.

  For example, if you have Product (the parent tag)>>TW team (the child tag), and you want to make TW team(child tag) the parent tag, you must delete the TW team tag and create a new tag called TW team as a parent tag.

  Tags in Widgets and Lookup

  Hierarchical tags are also available on all widgets and LookUp.