The Tag field lets members label records with tags that show as gray # pills in every view. Use it to group, sort, filter and save views without a fixed category list; tags can stay private to one solution or be shared across the workspace.

Plan Availability	All plan types.
Permissions	Administrators and Solution Managers: add the field, set its values and choose Private or Public. Members with edit access add tags to records.
Platform	Web
Related Reading	Multiple Select Field Default Text/Values in Fields Adding/Modifying Field Help Text Filtering records using conditions

How do I add a Tag field?

Add it from Grid View or from a record.

From Grid View

Open the table in Grid View.
Select the + at the end of the field row, or open a column's drop-down menu and select Add Field to the Right.
Select Tag, name the field and set its options.
Select Save.

The field type menu in Grid View with Tag selected.

From Record View

Open a record.
Select the + beside an existing field.
Select Tag, name the field and set its options.
Select Save.

A record open in Record View with a new Tag field being added below an existing field.

Which settings does it have?

Setting	What it does
Tag values	The starting list of tags. Solution Managers add values, reorder them and delete them; members can add new tags as they work.
Private (default)	The tags are available in this solution only.
Public	The tags are available in every solution of the workspace.
Required	A record cannot be saved without at least one tag.

The Tag field settings with the value list and the Private or Public option.

When do I use private or public tags?

Private: a single-purpose solution, for example menu items in a restaurant solution or property status in a real estate solution.
Public: a workflow that spans solutions, for example Social Media or SEO tags shared by the Content Marketing, Campaigns and Product Marketing solutions.

Records in a solution labeled with private tags.

Records in two solutions sharing the same public tags.

Can I convert a Tag field to another type?

Yes. A Tag field converts to a Text, Text Area or SmartDoc field, or to a Single Select or Multiple Select field, from Modify Field Settings.

The field type list offered when converting a Tag field.

Frequently asked questions

Short answers to the questions members ask most about this feature.

How do I remove the tag options members can pick from?

Open the column drop-down, select Modify Field Settings and delete the values you no longer want from the tag list. Only Administrators and Solution Managers can delete tag values; members can still add new tags while editing a record.

What is the difference between a Tag field and a Multiple Select field?

Members add new tags as they work and tags can be shared across solutions; a Multiple Select field has a fixed option list managed in the field settings. Convert between the two from Modify Field Settings.

Can one tag list be used in several solutions?

Yes. Set the field to Public and its tags are available in every solution of the workspace. Private tags stay in one solution.

Last verified 22 Oct 2026.

Tag Field