How To: Tags Management within Pipeline and Insights

Owned by Christina
Last updated: Sept 22, 2021
4 min read

Tags can be created anywhere there is a multi select tag input that allows creation. When you apply a tag, it copies the fields so if you change a tag, wherever you’ve applied it does not update.

Note: Tags are not regressive in nature. If a tag is applied after the pipeline has already run multiple times, tag data will ONLY apply for future runs. Prior log data will not be associated with the tag. The same applies if the tag is removed. Data with the tag already associated is not changed in any way.

Pipeline

Pipeline Tags are used for analytics and data archiving purposes. Applying tags at a pipeline level will associate the tag with the specific step in this pipeline allowing for more targeted analytics and insights.

 

To set tags on a pipeline level, add them in the Summary tab.

To view or edit tags, select the pencil icon (✎) in the Tag field.

Apply tags here. The tags applied at this level will be associated with pipeline’s activity logs, starting from the point they have been applied. If the pipeline has already run, any preceding logs will not apply the tag.

To apply a tag to only a pipeline step, the tag must be applied during the Step Setup process when Step Name and Tool are chosen. Select the pencil icon (✎) in the Un-configured step to view Step Setup:

Add the tag:

Save and continue to configure the step.

You can now view logs from the associated tag and pipeline step when tag is applied.

Tools

Tool Tags - Applying tags at this level will associate the tag with any scenarios in which the tool is used and run in the pipeline for more targeted analytics and insights.

Add tags in tool creation process:

 

Or in the Summary panel of tool by selecting the gear (Settings) icon:

and adding the tag:

 

When you create a tag in any of the following areas, the tag will be labeled as “Area”: Tagname

For example, a pipeline created in pipelines named “vault1” will display the title: “pipeline: vault1”

Areas where you can create a tag:

  • Pipeline

  • Task

  • Tool

  • Project

  • Environment

  • Custom

  • Application

  • Release

  • Notification

 

KPI Tags

Dashboard Tags

Dashboard Tags are applied to every KPI within the selected dashboard. To apply Dashboard Tags, navigate to Insights and select a Dashboard.

 

Locate the field labeled “Select Tags” and begin typing the tag you wish to apply. Highlight the tag and select “Save View” button to apply the tag to every KPI in the dashboard.

Dashboard tags will be applied to all charts:

 

KPI Tags

To apply tags to only a specific chart within the dashboard, select the gear icon for individual KPI to view and edit the settings.

Make sure the “Use KPI Tags” toggle is on

Select the Save button.

The tag has now been applied to individual chart. Only data which has had the respective tags applied to it will display.

On the bottom lower left of the KPI, view which KPI tags are applied to the chart.

How to Subscribe to a Tag:

Click on a tag to subscribe to it. Upon hover of a tag, hover text will tell you where the tag has been applied.