What is the Tagging feature
Tagging is a feature Kobiton offers to provide you with even more fine-tuned control over your organization's devices and how they are grouped. Tagging is essentially just labeling your devices. By tagging a device, you can add it to a unique group that is not limited by the defining parameters of make, model, OS, or other common grouping specifications.
Overview
Kobiton Tagging has two types of tags: tags for the organization and tags for each individual user. Org tags may be used by anyone in the org to run automation tests by entering the tag in the desired capabilities, or users can search for devices with that tag on the device list page.
By default, all users in the organization can use their own tag. Each user has the exclusive use of his or her own individual tag; one user's tag cannot be assigned by a different user. Users utilizing the individual tag can create new tags, assign the tag(s) to a device, and remove the tag(s) from a device; this also allows the user to identify the device for oneself.
In order to take advantage of this feature, a user must have permission to create new tags, assign the tag(s) to the device, remove the tag(s) from the device in your organization. Please also note that currently this feature is only available for private/local devices, not public.
What is the tag permission?
The name of the tag usage permission in the organization permissions list is device.tag_devices
This permission helps users use the tags in the organization, such as creating new tag(s), assigning tag(s) to the device, removing tag(s) from the device, using tags to perform automation testing, and searching for tags in the device list page. For help with modifying user permissions, please review our Role-Based Access Control documentation.
How are tags used and displayed on the user interface?
When the user clicks the device modal on the device list page, a field named "Tag" appears. The user can add new tag(s), assign the tag(s) to the device, and remove the tag(s) from the device displayed in the modal. As displayed below, an organization's tag appears within a green tag background, whereas the individual user's tag background is purple. Tags will also appear with this differentiation if you search by tag on the Device List page.
How to Use Tags
How to create a tag
Click on the ellipses button next to a device in your device list page. Once the device's modal window appears, you can enter any text of your choosing within the "Tags" field; that text will be reflected in a pop-up bar, which will also display the options to make the tag an organization tag or an individual tag. You can click the "Org" or "Me" buttons, respectively, to assign those qualities to your new tag. Once you have clicked either "Org" or "Me", your new tag will appear in the tag field in its associated color. Please note that tags are case-sensitive, with no spaces between characters.
Users can assign one or more tags to a device. To assign a pre-existing tag to a device, navigate to the modal view of the device in question and click within the Tags field. A drop-down list of available tags will appear, and the user can simply click on the tag(s) they wish to attach to the device. The tag(s) will appear in the device's Tags field and the Kobiton system will automatically update to include those tags in the device's information.
To assign a new tag to the device, the user must create the tag first. The tag will automatically be added to the tags list, and the user can then select it using the same method outlined above.
The user is attempting to search for the tag "tester1"; an individual tag of tester1 already exists and has already been assigned to this device. However, the tag creation bar notifies the user that it is still possible to create a "tester1" tag of the organization type. This can get a little tricky if you use several tags of different types but similar names, so please be aware of your tag type assignments!
How to remove tag(s) from a device
A tag may be removed from the device in two ways. The first is to remove a tag individually from within the tag field by clicking the "X" marker within the tag box itself; you can do this for any and all tags listed within the Tags field. The second removal method is to click within the Tags field and use the "Delete" key on your keyboard. The tags will be removed in reverse order, from right to left (or last to first).
You also have the option to remove all tags at once; you can do this by clicking the purple "X" icon that appears in the right-hand side of the Tags field. If you hover over that icon, you will see that this icon will "Delete all tags". Please note that a user can only remove individual tags if they have not been given the tag permission using our Role-Based Access Control system. To interact with organization tags a user must be assigned the tags permission; without that permission, the user can only view organization tags, and the user cannot create, modify, or remove org tags.
Limitations
As this is still a fairly new feature within Kobiton, there are some use cases that we do not support at this time. Those cases are as follows:
- remove multiple tags from multiple devices simultaneously
- assign multiple tags to multiple devices simultaneously
- delete tag(s) from multiple devices simultaneously
- while it is possible to run automation tests using organization tags, it is not possible to run automation tests using individual user tags
- searching by tag name on the device list page will pull results for both org. and indv. tags; the search function can only search by name and cannot distinguish between tag types