Merging Tags

This article details the steps for merging Classification Tags.

Why would I need to merge Tags?

It's not uncommon for your Issues list, Event Types, or any other types of Classifications to get away from you, and you may find that you need to consolidate some options.

Some common examples include:

• Project/s changing reporting requirements

• Accidental duplication

• Capturing the data in different/evolving ways

Our Classification management area allows you to amalgamate Tags quickly and easily.

What happens when Tags are merged?

The process of merging Tags automatically executes the following steps:

1. All records classified against the Tags that will be merged are assigned to the Tag that will be retained.
2. The Tags to be merged are deleted.

Accessing the management area 

Access is via the cog at the top right of CM. Once in the management area, select Classification Management under Classifications.

This will open the Classification Management area to the right.

First, select the Classification list where you want to merge Tags.

The List will load.

Merging your Tags

After the relevant List has loaded, check the box at the left of the Tags you wish to merge.

In this example, we are merging "Access:Access for maintenance" into the "Construction:Access" Issue.

Next, click "Merge" at the top right of the list workspace.

A pop-up will appear. Here, select the destination Tag.

After selecting the destination for your merged Tags, click Confirm.

Another pop-up will appear in place of the first, asking you to confirm the merge.

Carefully consider your selections, as merges are often difficult and occasionally impossible to reverse.

Once you are satisfied with your selections, click "Merge".

A processing pop-up is displayed briefly and once complete, a success notification will appear the top right of your screen.