Use tags to organize

Tags enable you to create categories for classification of objects, including Liveboards, answers, data sources, and worksheets.

Starting in May 2022, ThoughtSpot rebranded pinboards as Liveboards. For backward compatibility, we currently support internal processes and external methods that use the older naming convention.

You can create tags to make it easier for people to find data sources and Liveboards. Tags are global in scope. This means that everyone can see the tags and use them to tag objects. They can also filter lists of objects by tag. Tags are often used to designate subject areas, such as sales, HR, and finance, but you can use them any way you like.

Keep in mind these permissions when working with tags:

  • Only administrators can create tags.

  • Anyone who has edit access to an object can apply a tag to it.

  • Anyone can filter by a tag.

  • You can only filter by one tag at a time from the UI.

Create a Tag

Only administrator users can create tags. Anyone can apply the tags you create, or use them as filters when selecting from a list of sources or Liveboards.

To create a Tag:

  1. Select either Answers or Liveboards from the top navigation bar.

  2. Choose the currently selected tag, scroll to the bottom of the list, and click + Add.

    Add a tag
  3. Type the name for the new tag.

  4. You can change the name of a tag by clicking the edit icon next to its name.

    Edit a tag
  5. You can change the color of a tag by clicking the color circle next to its name.

    Edit a tag color

Apply a tag

Only administrators create tags, but anyone with edit privileges can tag an object.

To tag an object with a tag:

  1. From the top menu, choose Answers, Liveboards, or Data.

  2. Find the item(s) you want to tag in the list, and check the box next to its name.

  3. Click the apply tag icon and choose one from the list. You can apply as many tags as you like to an object.

    Choose a tag to apply

Filter by tags

Whenever you are selecting objects from a list, you can filter by a tag to find what you’re looking for. Anyone can use tags to filter lists of Liveboards or data sources. You can also filter by tag when selecting data sources.

Note that you can only filter by one tag at a time in the UI. To get a list of ThoughtSpot objects or object headers that is filtered by multiple tags, use the Metadata API. The list and listobjectheaders endpoints allow you to filter by multiple tags.

To filter by tag:

  1. From the top menu, choose Answers, Liveboards, or Data.

  2. Click on Select tag, and select the name of the tag you want to filter by.

    Filter by a tag

Remove a tag filter

To remove a tag filter and see all objects again, select the tag you filtered on in the tag list.

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