Policy and application tags

Tagging in Strivacity allows you to label your applications, policies, journeys, and hooks with custom tags. This feature helps you categorize and organize these resources for easier management and search.

Configuration

To add a tag to your application, policy, journey, or hook, follow the instructions below:

1. Select Instance configuration from the left-hand menu, then choose Tags under Settings.

2. Add a new tag by selecting +Create new tag.

3. Enter a name for your tag (lowercase only) and choose a color by opening the color wheel or entering it in the hexadecimal format.

   

4. Once your tag is created, go back to the main menu, and select a path from the left-hand menu based on where you want to add tags.

   1. For applications, select Applications.
   2. For policies, select Policies and the specific policy type you want to add to.
   3. For journeys, select Journey Builder.
   4. For hooks, select Lifecycle Event Hooks.

5. On the page you're navigated to, you will see a listing of all the available applications, policies, journeys, or hooks. Edit the one you want to add the tag to.

6. The tag option will be on the General settings panel, and for Applications, it will be on the General tab. You can search by typing the name of the tag or browse in the dropdown menu.

   

7. After adding the tag, select Save. You will be able to see the newly added tag in the Tags column of the list of all applications, policies, journeys, or hooks.

Filtering by tags

Strivacity allows you to filter applications, policies, journeys, and hooks, helping you quickly locate them based on their assigned tags. You can filter by multiple tags simultaneously, making it easy to narrow down your search based on several criteria.

To filter by tags:

1. Navigate to the dashboard and select a path from the left-hand menu based on where you want to apply the filtering.

   1. For applications, select Applications.
   2. For policies, select Policies and the specific policy type where you want to use filtering.
   3. For journeys, select Journey Builder.
   4. For hooks, select Lifecycle Event Hooks.

2. Select the filter icon in the upper left-hand corner and choose Policy tags.

3. By clicking into the Policy tags box, you can check and uncheck the tags you want to filter to. If you select multiple tags, all policies that have any of the selected tags will be displayed. This makes it easier to find applications that fall under multiple categories.

   

This feature is especially useful for managing large sets of policies and ensuring you can quickly access the specific group you need.