Whilst looking at tags for other reasons, I noticed that you can create tags to be Used for Attachments.

I haven't found where this is covered in our documentation (certainly not in the section on tags that only refers to tagging contacts, activities or cases).

I can't include it in the documentation, because I haven't come across a situation where I can tag an attachment and I have no idea how it to do it.

If someone can explain when/where/how/why you tag attachments I can include it in the documentation for 4.7.


JoAnne -

It seems to me that the most likely scenario for adding/tagging attachments is in the creation of activities - I tested adding a tag for attachments in the demo site, and when I created a meeting activity and opened up the attachment section, the tag field was there: http://screencast.com/t/fNc98uR6Uq

What puzzles me, however, is that there is no apparent way to search for attachments or activities/contacts with attachments (which is different from searching within the attachments, which would be an entirely different ballgame), other than Search Builder (which is somewhat opaque for a lot of the Civi users with whom I work). I see from this message that others have asked the same question - until the attachment tags are searchable, the usability is a bit limited IMHO.

Hope this helps, Lesley

  • Thanks Lesley, perhaps I will leave it out of the documentation until someone can explain to me what value is added by tagging attachments.
    – JoAnne
    Jul 28 '15 at 14:26

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.