View Tagged Connections

Contents

  • Overview
  • Pre-conditions
  • Steps
  • Notes

Overview

When a data connection is made, it can be marked with a tag.

Tags make it easier to browse for specific connections and allow users to view connections grouped by tags.

Pre-conditions

  • System Level Permission: 'System Administration', 'Edit Documents'.
  • Platform Configuration: The Connection and Tag features have to enabled

Steps

  1. Click on the Tags tab on the dashboard.
  2. Filter by clicking Connections.
  3. Select a tag from the list on the left sidebar to view associated connections*.

Notes

  • Users will only see connections made in documents that they have access to.