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DTag Module — Overview

DTags are the project's hierarchical location/category tags — a tree such as Tower A › Level 10 or Podium Block › Ground Floor › Lobby. Issues and submittals are attached to DTags so they can be located, filtered, and grouped by where they belong in the project structure.

The DTag module manages this tree. You will find it in the Tracking group of the navigation sidebar.

DTag tree

The tree

Each row is one DTag node:

ColumnMeaning
DTag NameThe node's name, indented by hierarchy level, with expand/collapse chevrons on parents
LabelThe node's short code — hierarchical, e.g. PB-GF-LB for Podium Block › Ground Floor › Lobby
Created By / Created DateWho created the node and when
ActionsHover a row to reveal the add (+) and more (⋯) buttons

Toolbar

  • + Add — creates a new root-level DTag (an inline input appears at the bottom of the tree).
  • Search — filters the tree by name in real time.
  • Expand / Collapse — open or close the whole tree.

Where DTags are used

  • Create Issue / Submittal — attach one or more DTags via the tree picker.
  • DTags tab in the Issue and Submittal detail panels — view, add, or remove the record's tags, each shown as a breadcrumb path.
  • Filters — the Issue and Submittal list filter panels include a DTag condition.

See Managing the Tree for editing operations.