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In using tags and creating searches based on tags - I have run into some issues.

Tag Tree Example

Tag Set 1
     Parent A
          Child A1
             Child A1a
             Child A1b
                 Child A1ba
                 Child A1bb 
             Child A1c 
          Child A2
      Parent B
          Child B1
             Child B1a
             Child B1b
             Child B1c

In the above example - when I search for anyone tagged Parent A, I get every contact tagged Parent A and I get every contact tagged with any of the Children of Parent A. This is what we want, so its great. However, if I do a search for Child A1, I only get results for Child A1 and not the tags that Child A1 is the parent of.

Is this the correct behavior? Can we change it?

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12
  • 1
    IMO this is NOT correct behavior.
    – Jon G - Megaphone Tech
    Commented Apr 6, 2018 at 17:30
  • @JonG-MegaphoneTech Is the correct behavior that Parent and Child Tags have no affiliation with each other, other than display? Or is the correct behavior that contacts with Child tags should appear when searching the Parent tag. Or is it non of the above?!
    – themak
    Commented Apr 9, 2018 at 15:31
  • I would expect the latter - but either way is more internally consistent than the current behavior. If parent/child tags had no affiliation with each other I'd be disappointed but assume there was a good reason.
    – Jon G - Megaphone Tech
    Commented Apr 9, 2018 at 16:28
  • 5
    Are your tags named in such a way that it might actually be picking up string comparison instead of parent-child? A quick glance at the code suggests it's using LIKE, so it will match any tag that contains the search term, which might be mistaken for parent-child if they are named similarly. In other words, I'm not sure it's actually doing any parent-child querying. A quick test on the public demo suggests it doesn't normally return results for child tags. What version are you using and how are you searching?
    – Demerit
    Commented Apr 10, 2018 at 0:34
  • Super disappointing - I saw that in the demo - Ill have to retest again - maybe in future there will be a change. So the word now is Parent and Child Tags have no affiliation with each other, other than how tags are displayed.
    – themak
    Commented Apr 12, 2018 at 4:38

1 Answer 1

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3

The tags hierarchy are only used as a way to visually cluster them, but they are separate, and if you search on a parent tag, you won't get the contacts that are tagged with a child tag. Perhaps unexpected for you, but some organisations are using it with the parent tag being a kind of "unspecified/other", for instance having a parent tag "media" and children tags "TV", "blog", "newspaper": if one contact is tagged "media", it means "other media", ie. not TV, blog or newspaper.

This is different than the groups, where if you search on a parent group, it will include all the contacts that belong to one of its child group

As of why you got got the contacts tagged with a child tag of parent A... it might be the behaviour you want, but IMO it's a bug and shouldn't behave that way.

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