First Step: Tag Your Workflows!

If you haven’t done so already, you should tag your workflows. A tag is like a category – any tree can have multiple tags. This is the first step to being better organized.

To tag a tree:

1. Start at My Workflows, and select a tree.
2. Go to the Settings tool.
3. Click the Tags tab.

4. Enter a tag, or pick from a list of existing tags:

   

5. Click Apply Settings to save.

Locating Workflows by Tag

Once you’ve tagged your Workflows, Zingtree has a few different ways to make it easy to stay organized:

• For Authors: Filter your list of workflows by tag in the My Workflows tool.
• For Authors: Use Workflow Tag Integration to enter a list of tags to find workflows that have any or all of the desired tags.
• For Agents or End-Users: Authors can use Tag Lists to present a list of workflows to an end-user that contain any or all tags in a list.

Authors: Filter by Tag in My Workflows

From the My Workflows page, click on the Filters button. From here you can filter your list of workflows by Workflow Name, Author or Tags.

Select a tag, and you’ll see all the workflows that have that tag.

Authors: Use Workflow Search

For more powerful searching using tags, use the Workflow Tag Integration button in My Workflows. You have different search options:

• Match Workflow Tags (any): Enter a comma separated list of tags. The results return a list of workflows that include any of the tags in the list.
• Match Workflow Tags (all):  Enter a comma separated list of tags. The results return a list of workflows that include all of the tags in the list.

Using Macros to Present Lists of Workflows by Tag

Inside the content area of any tree, you can insert a special macro to show all the workflows in your organization that match any or all tags in a list. 

The two macros you can insert into the content area are:

• ##treetaglist-any: tags##
• ##treetaglist-all: tags##

In the examples above, replace tags with a comma separated list of tags. treetaglist-any will return a list of workflows that match any of the tags in the list.  treetaglist-all returns only those workflows that contain all the tags in the list.

Examples:

#treetaglist-any: demo,gallery## – matches workflows that are tagged with either demo or gallery.

#treetaglist-all: demo,gallery## – matches workflows that are tagged with both demo and gallery.

Shortcut: When editing a node, you can insert these macros from the Templates editing tool in the Content editor:

Bonus: Dynamic Lists

When publishing a tree, if you add a tags= parameter to the tree URL, you can dynamically import the list of tags used by the tree macros.  Be sure to separate the tags with | characters. Example:

http://zingtree.com/host.php?style=panels&tree_id=287688184&tags=demo|gallery

Inside the tree, this macro will list workflows that have tags that match ALL the tags in the passed-in tags= parameter:

##treetaglist-all:##

This macro will list  workflows that have tags that match ANY tags in the passed-in tags= parameter:

##treetaglist-any:##