Tags › Common UI elements › Working in Core UI › Configure UIs and portals › Configure user experiences

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Using tags

Use tags to filter records and view tagged documents. Remove a tag when it is no longer useful.

Note: Conditions that use the Tags field are not supported in reports or data visualizations based on database views.

Parent Topic:Tags

Filter records by tag

You can filter records on a table by tags you have access to.

Before you begin

Role required: none

Procedure

Filter records by tag in any of the following ways.

Filter from the form view

Select the more options icon \(

Image omitted: IconUI16MoreOptions.png
More options icon.\), and then select the tag in the menu that opens. A new tab or window opens and displays a list of records that contain the tag.

Filter from the list view using the Tags column With the Tags column visible, select the tag name. Selecting two or more tags filters the tags together with the AND operator and shows records containing all the selected tags.

Filter from the list view using the list filter

Select the show/hide filter icon (

Image omitted: Icon-Condition_builder_UI15.png
Show or hide a filter.), select <strong>Tags</strong> from the field list and enter the tag name.</td></tr></tbody>

View tagged documents

The Tagged Documents page displays recently viewed documents or user-tagged documents in the content frame.

Before you begin

Role required: none

About this task

An administrator can configure the fields that appear on the tagged document cards by configuring the mobile view of the task, for example, the mobile view of the Incident form. If there isn’t a mobile view available for the page, the record reverts to the default view. For more information, see Create and delete views.

Procedure

Navigate to All > Self-Service > My Tagged Documents.
Select Show Global Tags to display global tags.
Perform one of the following actions.

Display most recently viewed documents	Select Most Recent in the sidebar.
Display documents associated with a tag	Select the tag name in the sidebar.
Remove a tag from a record	Select the x in the corner of the document preview.
Open the form for a tagged document	Select the title of the document preview.

Remove a tag from a record

There are many ways to remove a tag from a record.

Before you begin

Role required: none

Note: Anyone with access granted to a tag can add or remove the tag from a record.

Procedure

Perform any of the following actions.

Remove a tag from a record in the list view using the Tags column	Confirm that the Tags column is visible and select the remove tag icon (x) beside the tag name.
Remove a tag from one or more records in the list view using the action menu	Select the check box for one or more records, then select Actions on selected rows > Remove Tag: > [Tag name].
Remove a tag from a record in the form view	Select the more options icon ( Image omitted: IconUI16MoreOptions.png More options icon.) in the form header, then select the remove tag icon (<strong>x</strong>).</td></tr><tr><td id="d60295e410"><strong>Remove a tag from a record in the Tagged Documents page</strong></td><td>Select the removed tag icon (<strong>x</strong>) in the corner of the document preview.</td></tr></tbody> `If a tag is automatically applied to a record based on specific conditions, the tag is automatically removed when those conditions no longer apply. For more information, see [Administering tags](administering-tags.md).` sndocs is an independent community mirror and is not affiliated with or endorsed by ServiceNow. ServiceNow, the ServiceNow logo, Now, and other ServiceNow marks are trademarks and/or registered trademarks of ServiceNow, Inc., in the United States and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated. © 2026 ServiceNow, Inc. All rights reserved. Documentation content is redistributed under the Apache License 2.0 from the ServiceNowDocs repository.