Nova Edit, subscribe to or delete a tag
Change an existing tag, subscribe to it to be notified when records carrying it change, or delete it so it is removed from every record.
In the sidebar, open Settings, then choose Tags under Records & Fields. The page address is /settings/org/tags.
Before you start
- Anyone with the tags permission can open a tag. Subscribing needs permission to subscribe to tags; editing needs permission to update tags; deleting needs permission to delete them.
- Tags that Nova provides carry a System pill. You can view and subscribe to them, but not delete them or change their key.
Steps
- Find the tag in the list. Use the search box or the filters if the list is long.
- Press Edit on its row (it reads View if you cannot edit), or click the row. The drawer opens with the tag's name in the title.
- Change Name, Category, Description, Color, Sort order or the Applies To chips. Switch Active off to retire the tag without deleting it.
- Adjust View Policy, Assign Policy, Remove Policy or Subscribe Policy if who may use the tag has changed.
- Press Save.
To be notified when someone changes a record that carries this tag, press Subscribe on the row, or in the Subscription section of the drawer. The same button reads Unsubscribe once you are subscribed.
To delete a tag, open it and press Delete tag at the bottom left of the drawer, then confirm with Delete. Nova deactivates the tag and removes it from every record and every subscription.
What you see
- The Subscriptions column in the list shows how many people follow each tag; Assignments shows how many records carry it.
- An inactive tag shows an Inactive pill and is hidden from pickers, but records that already carry it keep it until it is deleted.
- To find retired tags, set the Status filter to Inactive only, or to All statuses with the Inactive tags switch on.
- Turn on Subscribed only under Subscriptions in the filters to list just the tags you follow.
If something looks different
- The row reads View and the fields are greyed out: your role cannot update tags.
- Delete tag is missing: your role cannot delete tags, or this is a system tag.
- Subscribe is missing: your role cannot subscribe to tags. If pressing it shows an error instead, the tag's Subscribe Policy leaves you out.