Tags

What’s a Slingshot tag? A group and value(s) make a tag. The group is the category or bucket. Groups are created first, because values must belong to a group. Values are items in the category.

For example, Fraud is the group (category) and check is a value (item in the category).

Slingshot tags give you the flexibility to create custom cost categories that group your costs. For example, break down costs by cost centers that do not correlate to lines of business, or divy things up by project or team. The choice is yours. Tenant admins create tags and warehouse owners assign tags to their warehouses. Once tags are assigned, you’ll see them applied on the Slingshot Tags dashboard.

Create Tags

Let’s create some tags.

1. There are two ways to get where we need to go: Select Configuration on the top level navigation bar or select Go to Slingshot Tags from the Your Warehouse page.
2. Press the Slingshot Tags card.
3. From the Create tab, select Add new tag.
4. Complete the Create a Slingshot Tag form by entering the Tag group name and Tag value(s). Adding multiple values, separate them with a comma.
5. Press Save.
6. A success message appears along with the new tag.

Assign Tags

1. There are two ways to get where we need to go: Choose Configuration on the top level navigation bar or select Go to Slingshot Tags from the Your Warehouse page.
2. Select the Slingshot Tags card.
3. From the Assign tab, check the box next to the warehouse(s) you’d like to assign tags. You’ll notice the Assign or modify tags button activates.
4. Press the Assign or modify tags button.
5. Select the tag(s) from the Assign or modify tags form.
6. Click Apply.
7. The tags appear in the Slingshot tags column for the selected warehouse.

Edit Tags

1. Press the pencil icon.
2. Save.

Delete Tags

1. Delete tags by selecting the trash icon .
2. At Are you sure you want to remove this tag value?, use Remove tag value.
3. A success message appears and the tag disappears.