3.6. Filtering Assets by Tag

It is possible to group assets of similar categories in the project explorer. This feature helps you search through assets of a specific category quickly. To enable this, the metadata management feature provides creating tags to filter assets by category.

Procedure: Create tags and filter assets by tags

  1. Open the Overview tab of an asset and click the Metadata screen.
  2. In the Tags field, enter a name of your new tag and click Add a new tag(s) button. You can assign multiple tags to an asset at once by separating tag names by space.

    Figure 3.2. Creating Tags

    Creating Tags in Matadata view

    The assigned tags are displayed as buttons next to the Tags field:

    Figure 3.3. Tags in Metadata View

    Tags created in Metadata View

    In order to delete any tag, click the respective tag button.

  3. Click Save button to save your metadata changes.
  4. Once you are done assigning tags to your assets, click the 5461 (Customize View) button in the Project Explorer and select the Enable Tag filtering option:

    Figure 3.4. Enable Tag Filtering

    Enable Tag Filtering in Customize View

    This displays a Filter by Tag drop-down list in the Project Explorer.

    Figure 3.5. Filter by Tag

    Enable Tag Filtering in Customize View

    You can sort your assets through this filter to display all service tasks that include the selected metadata tag.