Updating Tags in a process?

codyRedmond

Hi all,

One flavor of our change process is to have 2 levels of approval. So, a change can be "Waiting for Approval" in 2 different ways. I wanted to be able to quickly differentiate between waiting for level 1 and waiting for level 2.

What I thought was the easiest and cleanest way to do it was to manipulate tags on the change as part of the process flow. Only, I don't see a native way of doing that. Update Record doesnt seem to have an option for tags. I looked over at the service catalog and those don't either??

This seems like something that would be built in functionality. Am I missing it?

Full disclosure, I know I could do something similar by adding a custom state, using a process field, a process integration, or maybe even an automation rule (though targeting that first approval as a trigger is currently beyond me (: ). I just want to make sure I'm not missing something obvious before committing to something a little messier

joeybrown

Hi @codyRedmond , you arent missing anything here. You are right that currently the update record does not natively support adding tags. It's something we'll add to our backlog and try and address in the future because it does make sense to have there.

Even if tags were supported, I think the best route is the custom state on changes to say "Awaiting Level 1 Approval" and "Awaiting Level 2 Approval" and have the process flip between them based on where it is in the workflow. This allows yall to easily see on the index where it stands in the flow and it will allow you to easily filter to see what is stuck and where.

Thoughts?