Documentation

Configure tags for the expertise locator

Configure tags for the expertise locator

Tags for the expertise locator are grouped into their own bundles. Since these bundles are tied to custom fields they are configured along with the rest of the custom fields instead of the regular tagging page. The tagging page in the Administration panel is still useful as it will show tag usage information for both regular tags and custom profile tags.

Create tags in user profile custom fields

To add a tag custom field you first need to create a group for the field to belong to. Each custom field group is presented as a separate tab when users edit their profiles. These custom field groups are also shown on the Employee Directory to organize the tags associated with users. Please see the Expertise locator overview page for more information.

Add a custom field group

  1. Go to the Administration panel: Content section > User profile custom fields page.
  2. Enter the name for the group you wish to add in the Label column.
    6.7Admin8864AddCustomFieldGroup2.png
  3. (optional) In the Description column, enter a description of the group. (The description will appear at the top of the page when you click on the corresponding group tab while editing your profile.)
    6.7Admin8864AddCustomFieldGroup3.png
  4. Click Add.
  5. If you have multiple languages enabled, click Edit languages, add the appropriate translated values, and click Save.
    6.7Admin8864AddCustomFieldGroup5.png

Add a tag type custom field

  1. On the custom field group you created above click the gear icon in the Action column, and select Fields from the menu that appears.
  2. Enter the Label for the custom field as you want it to appear to users.
    6.7Admin8864AddTagTypeField2.png
  3. Select Tags from the Type dropdown.
    6.7Admin8864AddTagTypeField3.png
  4. Click Add.
  5. If you have multiple languages enabled, click Edit languages, add the appropriate translated values, and click Save.
    6.7Admin8864AddTagTypeField5.png

Add tags to a custom field

  1. On the tag field you created above click the gear icon in the Action column, and select Properties from the menu that appears.
  2. Enter the tag value and hit 'Enter' or click Add.
These tags will be shown in the Recommended tags when a user edits their profile for that custom field, as shown below.

5.5Admin6183AddTagstoCustomField.png

Free tagging and custom profile field tags

Free tagging can be enabled through the Tagging page in the Administration panel. This configuration option has an effect on both regular and custom profile field tags. With free tagging enabled users are able to create tags on the fly. If a user enters a value that is not an existing tag in that specific custom field, then they are given the option to create it, as shown below.

5.5Admin6183FreeTagging.png

These tags added on the fly are not added to the custom field bundle. All tags added by users throughout ThoughtFarmer are added to the generic group Unbundled tags.

With free tagging disabled, users cannot add any new tags. They will instead only be able to choose tags that have been added to a specific custom field by an administrator.