Create and apply tags

Use tags to group related answers, liveboards, or models. Tags on models help users understand the line of business or purpose of a data source. For example, the Underwriting tag is applied to the Activity Workload Processing model. You can filter by tag when choosing data sources for a search or browsing answers and liveboards.

Create, delete, and rename tags

Before you begin

You must have the Tag Administration role.

Procedure

Select Answers or Liveboards in the Insights workspace.
Select Manage tags to see all tags in your environment. You can create, delete and rename them.
Important: Don't delete the following tags created by Guidewire:
- Base
- Claims
- Guidewire
- Loss Financials (LFITD)
- Underwriting
- EFRPolicy
- EFRClaims

Apply tags to answers and liveboards

Procedure

Select Answers or Liveboards in the Insights workspace.
Next to a liveboard or answer which you have permission to edit, select the check box.
Select Edit tags, then select one or more tags.
If you have the Tag Administration role, you can also type to create a new tag.
To remove a tag from the answer or liveboard, select the X icon next to the tag.
Select Save.

Apply tags to models

Before you begin

You must have the Data Model Management role.

Procedure

Go to the Data workspace.
Next to a model which you have permission to edit, select the check box.
Select Edit tags, then select one or more tags.
If you have the Tag Administration role, you can also type to create a new tag.
To remove a tag from the model, select the X icon next to the tag.
Select Save.