InfoQube IM - Community

Submitted by WayneK on 2021/01/29 17:01

Can tagged items be automatically assigned as subitems of a specified parent?

I know I can do it manually but it takes several steps and has to be constantly re-done as more items are tagged.

Is there any way to automate these steps so that newly tagged items will instantly appear as subitems of a defined parent?.

Wayne

Comments

Hi Wayne,

Short answer is no... (perhaps Marked items can reduce the number of steps, to perhaps 2: mark items, add to parent)

But can you explain what is the use-case ? I fail to see how that can help...

Pierre_Admin

IQ Designer

I should have better explained what I'm trying to accomplish. Here's a concrete example of what I'm trying to accomplish:

Purpose = Create a list of authors. Each author entry will hold as subitems all material related to that author.

1) Tag = Author; Subtags = [names of authors]

2) All items related to the author are assigned to his tag (books, articles, letters etc)

3) Each tag is assigned to the corresponding author item.

4) Items assigned to a tag are automatically assigned as subitems to the corresponding author.

4) All items tagged with "John Smith" are assigned as subitems to "John Smith"

5) This allows all authors to be seen in one list with all related material automatically updated continuously.

I'm open to other ways of accomplishing the same thing.

Wayne

Perhaps a more classical method is to create a field AuthorName and populate it with a fixed list pop-up from a grid Authors that contains the author names as items? Instead of tagging a new item, you would fill that field. It can be done quickly with a keyboard (arrows to move to the field, double-space to bring up the list, type a few letters to filter on the name, enter).

If you want to see all items assigned to that author, you could filter your grid for all items with a particular AuthorName. If they're in different grids, you could define a new grid with [AuthorName] as the source to see them all together, then filter THAT grid. You can mark all the items in the filtered grid and add them as child items, but it's still manual, except in batches instead of one by one.

Unfortunately, I can't figure out a way to auto-assign tags, parent items or related items based on the value of the AuthorName field. For tags you need a pre-existing tag name (I think) without spaces. By the way, question for Pierre, where do I find out the Tag ID? It's not visible in the tags pane as far as I can see?

In my use case (CRM), I am marking all items related to a person as "Related Items" so that they show up as "see also" for the person item at the bottom of the doc pane in view mode. It's not ideal, but I decided against child items because they would clutter up the grid view when I didn't want to see them.

Cyganet, you can find the TagID field in the Field Properties dialog (Tools > Manage Fields). For the TagID field, you can uncheck "Hide in Info Pane" and "Hide in Available Fields". In Properties Pane > All Fields, I double-clicked on the TagID field and brought a list of Tags in the Scratch grid. The TagID for each tag was shown in a TagID column. Hope this helps!

Excellent, thank you very much jimspoon!

Thanks, Cyganet. I think your suggested sequence works out to about the same thing as assigning tags and displaying them in a scratch grid.

It's a few steps short of putting the tagged items under headers and continuously updating the list as items are tagged.

There are a number of ways to get to the list I want, but I was hoping I could automate it using tags.

Wayne