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Chapter 6. Filtering assets by tags

You can apply tags in the metadata of each asset and then group assets by tags in the Project Explorer. This feature helps you quickly search through assets of a specific category.

Procedure

In Business Central, go to Menu Design Projects and click the project name.
Select the asset from the list to open the asset editor in the Project Explorer.
In the asset editor window, go to Overview Metadata.
In the Tags field, enter a name of your new tag and click Add new tag(s). You can assign multiple tags to an asset at once by separating tag names by a space.
Figure 6.1. Creating tags

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The assigned tags are displayed as buttons next to the Tags field.
Figure 6.2. Tags in metadata view

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To delete a tag, click the tag button with the trash icon.
Figure 6.3. Deleting tags in metadata view

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Click Save to save your metadata changes.
Once you are done assigning tags to your assets, click the gear icon in the Project Explorer toolbar and select Enable Tag filtering.
Figure 6.4. Enable tag filtering

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This displays a Filter by Tag drop-down menu in the Project Explorer.
Figure 6.5. Filter by tag

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