Add Tag Bundles - User Guide

To add a tag bundle:

FIN Stack is context-sensitive. Before adding a Tag Bundle, navigate to the location where the Tag Bundle is to be located.

Select the Tag Bundles drop-down menu in the Available Trees menu.

Select the Add (+) button in the Available Trees menu.

Select New Tag Bundle window from the menu.
The New Tag Bundle window displays.

Enter the name and tag information applicable to the new tag bundle:

Name (required) - this would be a name for the tag bundle

Description (optional) - this is where the user can specify a description of what this tag bundle is for

Allow Filter (optional) - this is where the user can specify which records this will run against and apply/remove the tags

Tags to Add (optional) - this is where the user can specify what tags to apply to said records

Tags to Remove (optional) - this where the user can specify what tags to remove on said records if any

Config Type (optional but required if using for a certain type) - this is where the user can specify what type of bundle this would be for. For example Alarm would need to be chosen for it to appear in the Alarm Config app. The latter two are reserved for future development. 

Once Alarm is selected, the user will get another option below it to pick the Point Kind (required) - this is where the user will pick for which type of point this bundle is for (this will make the bundle only appear for appropriate type in the Alarm Config app)

Track Bundle (optional) - this is where the user can specify if they want to track the bundle or not. What this does is adds a tag depending on what was chosen above on Config Type. If Alarm was chosen, it would add an "alarmConfig" tag on the point record and list the name of tag bundle(s) being used by that particular point. If none was selected for Config Type, the tag would be "bundles". If History was selected, it would by historyConfig, and if Schedulable was selected, it would be schedulableConfig. The latter two are reserved for future development.

Select ADD.
The new Tag Bundle is displayed under the selected bundle type.