Case Tags
Case tags provide a flexible way to categorize and label cases in your library. They replace and extend the older Case Types & Outcomes system, allowing you to define any number of tag types with configurable values.
To manage case tags, a user must be either a library administrator or a global administrator.
System Tags vs Custom Tags
Section titled “System Tags vs Custom Tags”nQuest includes two system-defined tag types that cannot be deleted:
- Case Type — classifies the nature of the case (e.g., Fraud, Misconduct, Theft)
- Case Outcome — records the resolution of a closed case (e.g., Substantiated, Unsubstantiated)
These system tag types behave like custom tags in most respects — you can add, rename, and reorder their values — but the tag types themselves cannot be renamed, deleted, or have their system properties changed.
In addition to system tags, you can create custom tag types to capture any categorization your organization needs. For example, a Client tag type could track which client a case is associated with, or a Region tag could indicate geographic scope.
Tag Type Properties
Section titled “Tag Type Properties”Each tag type has the following properties:
| Property | Description |
|---|---|
| Name | The display name of the tag type. |
| Description | An optional description of what the tag type represents. |
| Enabled | Whether the tag type is active and available for assignment. Disabled tag types cannot be assigned to new cases. |
| Allow Any / Allow Only | Controls whether users can enter free-text values or must select from a predefined list (see below). |
Tag Values
Section titled “Tag Values”Each tag type contains a list of values that can be assigned to cases. A slide toggle controls the value mode:
Allow Any
Section titled “Allow Any”When set to Allow Any, users can enter any free-text value when assigning the tag to a case. The defined values serve as suggestions but do not restrict input.
Allow Only
Section titled “Allow Only”When set to Allow Only, users must select from the predefined list of values. No free-text entry is permitted. This mode is useful when you need strict categorization.
Managing Tag Types
Section titled “Managing Tag Types”Creating a Tag Type
Section titled “Creating a Tag Type”To create a new tag type, navigate to the Case Tags configuration screen and select Create New. Fill in the name, description, and properties, then add values as needed.
Editing a Tag Type
Section titled “Editing a Tag Type”Select a tag type from the list to view and edit its details in the right panel. Changes to the name, description, enabled status, and domained property can be made directly. Values can be added, renamed, or removed.
Reordering Tag Types
Section titled “Reordering Tag Types”Tag types can be reordered using drag-and-drop in the tag type list. The order determines how tags are displayed throughout the application (e.g., in case details and filters).
Disabling a Tag Type
Section titled “Disabling a Tag Type”Disabling a tag type removes it from being available for assignment to new cases. Existing assignments are preserved.
Assigning Tags to Cases
Section titled “Assigning Tags to Cases”Tags are assigned to cases in the Case Details panel. The assignment flow works in two stages:
- Select the tag type — choose which tag type you want to assign from the available types.
- Select or enter the value — depending on the tag type’s value mode (Allow Any or Allow Only), either select from the predefined list or enter a free-text value.
System tags (Case Type and Case Outcome) appear in their own dedicated fields during case creation, editing, and closing. Custom tags appear in a separate tags section of the case details.