Troubleshooting: Cannot Add/Remove/Edit Tags or Filter by Tags

Problem

You encounter issues when working with document tags:

1. Cannot add an existing tag to a document.
2. Cannot remove a tag from a document.
3. Cannot create a new tag.
4. Cannot edit or delete an existing tag definition.
5. Filtering by tags doesn't return the expected documents.

Common Causes

1. Permissions Missing: You lack the necessary permissions for tag management:
   • SYSTEM:TAG#VIEW: Required to see the tag icon and existing tags.
   • SYSTEM:TAG#CREATE: Required to create new tags.
   • SYSTEM:TAG#UPDATE: Required to edit existing tag names/colours.
   • SYSTEM:TAG#DELETE: Required to delete tag definitions.
   • {Module}:{Submodule}#UPDATE: Required to apply or remove tags from a specific document (as this updates the document record).
2. Tag Doesn't Exist: Trying to filter by a tag name that hasn't been created or was misspelled.
3. Incorrect Filter Logic: Errors in configuring the tag filter (e.g., using "Is not" instead of "Is").
4. Caching/UI Issues: Temporary display issues preventing tags from showing correctly or filters from applying immediately.
5. Data Permissions: Underlying Data Permissions might prevent you from seeing documents, even if they have the tag you are filtering by.

Troubleshooting Steps

1. Verify Permissions (Admin Task): Confirm you have the necessary SYSTEM:TAG#... permissions for managing tags and the relevant {Module}:{Submodule}#UPDATE permission for applying/removing tags from documents.
2. Check Document Status: Ensure the document you are trying to tag/untag is in an editable status (e.g., User Review, Ready). You generally cannot modify tags on documents in non-editable statuses like Completed.
3. Hard Refresh: Perform a hard refresh (Ctrl+Shift+R or Cmd+Shift+R) to rule out temporary UI or caching issues.
4. Verify Tag Existence:
   • Open the tag menu on any document.
   • Check if the tag you want to use/filter by exists in the list. Check spelling carefully.
   • If creating/editing/deleting a tag definition, ensure you are clicking the correct icons within the tag menu. See Tagging Documents.
5. Verify Filter Configuration:
   • When filtering, ensure you select Tags - Tag as the field.
   • Use the Is operator (or Is not).
   • Select the correct tag name from the dropdown value list.
   • Clear other filters temporarily to ensure they aren't conflicting.
6. Check Data Permissions: If filtering doesn't show expected documents, temporarily remove the tag filter and check if you can see the documents at all. If not, it's likely a Data Permission issue unrelated to tags. See User Cannot See Documents/Data.

Need Help?

If you continue to have trouble managing or filtering by tags after checking permissions and configurations, contact Zudello support. Provide:

• Your user email address.
• The specific action failing (add, remove, create, edit, delete, filter).
• The name of the tag involved.
• A Document UUID (if applying/removing from a specific document).
• Screenshots of the issue (e.g., filter configuration, tag menu).