Creating Search Tags in O4

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Search tags can be used to create fields that are not currently in OASIS. Once a search tag has been applied to a transaction or entry, it can be used for reporting and searching purposes. Note: tags create attachments inside the transaction or entry. Users can hide these attachments by turning off the Show Search Tag Attachments in listing setting in Global settings.

CAUTION: deleting or modifying a search tag can adversely affect transactions and entries that currently have the tag selected. A script is required to make these changes. Please contact OASIS Support by calling 501-843-6750 or emailing Support@OasisSalesSoftware.com to receive a script.

1. Click the OASIS_Icon.PNG icon.

2. Select Configuration from the drop-down list.

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3. Click Software.

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4. The Software page will appear. Click the Tags tab.

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5. Click mceclip0.png to create a new tag. 

6. Enter a name into the Name field. Note: do not use special characters.

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7. Select a section from the OASIS Section drop-down field. This will be where the tag appears. Note: the Open option is not functional.

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8. Select a type from the Type drop-down field. This is the type of tag being created.

  • Y/N- create a "yes" or "no" option
  • Choice- create a list of options to select from (requires values to be inputted; see next step)
  • Text- create a free form text field
  • Date- creates a date field

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9. If the Choice type is selected, the Value field will appear.

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10. In the Value field, enter the choices users will be able to choose from. Press Enter to save each option and click  Blue_X.png  to remove an option.

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11. Click Apply_Blue.png to create the search tag.

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