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5610 Ideas

bradley
bradleyExpert ⭐️

Tag Management in AttachmentsNew Idea

This is pretty closely related to my post about Tag permissions here: but while related, is a different angle.Two main requests:Allow for Tag Reordering Allow for making items InactiveProblem 1: Right now, there is no way to order your list of tags. This is exacerbated by the fact that anyone can make attachment of course, but even if it was limited to a single admin, there’s nothing you can do to change the oder.Today, the only way to order your tags is the order by which you create them where the most recent one is on top. This is a pretty terrible system.Example:A pretty common way to organize a list is alphabetically. Let’s say you have 10 tags and you want them to appear in an alphabetical order, you would have to enter them in reverse alphabetical order. Not the end of the world certainly, but what if you need to add an 11th tag that falls midway through your list?If you simply added it, it would now be at the top of the list, rendering your alphabetization moot. What then? Well, you certainly can’t delete your tags and start over. You’d have to go into each 360, manually remove every tag from every file, then delete them, then start over.Even if you did do that, someone would need to go back and re-tag all of those files. Absolute disaster. Problem 2: There is no way outside of deletion to make a tag Inactive, which if you read the above is impractical in and of itself even as a workaround.File tagging is useful both for users to organize, and for businesses to report on data. However, if your list becomes too long (because anyone can make a tag), or your workflows change and you no longer want a specific tag to be used, there’s really nothing you can do. This can cause confusion for users and bad data for the business. Asks:Please allow admins (or, if you follow the linked post, anyone with the correct permission I suppose) the ability to re-order tags.  Please allow admins to mark items as inactive, similar to picklists. From a user perspective, the Tags feature is similar to a multi-select picklist they can add their own values to. However, there is none of the useful functionality that comes with that. 

bradley
bradleyExpert ⭐️

More Flexibility in Attachments Tagging PermissionsNew Idea

With the new attachments feature, it’s great you’re able to tag attachments (reporting on them is terrible but that’s another post) but there are a few strange things around the user experience that I would like to see improved:You can only tag a file you have uploaded. While this kind of makes sense, you can do any other CRUD action with a file you didn’t upload. So why can’t I modify tags for it? As a result, I need to download, delete original, then re-upload and tag my file Please at least allow users to modify attachments for their accounts, or provide some type of permissioning for non-owned files. Note: This is a similar issue to being able to edit Timeline entries - it is ALSO related to the complexities around Group Send permissions (who can email which customers if they’re not the named CSM on the account). Whoever is the PM for this PLEASE do not solve this in a silo. Anyone can Create or Delete* Tags. This is not great. You can’t delete a tag that’s in use. This in general makes sense, but makes custodial actions impossible, since anyone could make a Tag that says anything they want and in order to delete it, as an admin I would have to find everywhere the tag is used, download the files so they weren’t lost, delete them, then re-upload the file (see above point). Then delete the tag before someone used it again. Anyone can create a tag. I see no admin documentation on Attachments, just the release notes and user documentation. But in the preview I recall seeing something about a Tag limit. While their does seem to be non-case sensitive deduping when creating a new tag, I don’t want the wild west when it is such a pain to clean up (see above). Please provide permission level restrictions for Tag CRUD actions to prevent users from causing headaches.