How to Use the Simple Tag Field in Inistate

Studio
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Hi Inistate community! :wave:

  1. Goal:
    To explain how the Simple Tag field works and how users can manually input and manage tags within a form in Inistate.

  2. Description:
    The Simple Tag field in Inistate is a lightweight way to allow users to add multiple tags or labels in a single field. This field is especially useful for categorization, keyword tagging, or adding multiple related values without creating a relational module.

It can be added during form design in any module and supports both manual entry and suggestions (if preconfigured).

  1. Steps / Instructions:

Using the Simple Tag Field:

  1. Add the Simple Tag Field:
  • Go to Studio > Form Design.
  • Drag and drop the Simple Tag field into your form.
  • Set the field label (e.g., “Skills”, “Categories”, “Tags”).
  1. Manual Entry of Tags:
  • In the live form, click on the Simple Tag field.
  • Start typing a word or phrase.
  • Press Enter or Comma ( , ) to create the tag.
  • Repeat to add more tags.

ST

  1. Removing a Tag:
  • Click the ‘x’ next to any existing tag to remove it.

remove tag

  1. Saving the Form:
  • Submit or save the form as usual.
  • Tags will be saved as a list in the record.

Tips / Notes:

  • The Simple Tag field does not enforce a predefined list; users can add any text unless validations are applied.
  • Tags are stored in the order they are entered.
  • You can use custom validation or scripting if you need to limit or control the tag values.
  • Unlike Lookup fields, Simple Tag values are stored as plain text and are not linked to another module.