AX1515

Creating and editing content tags in Formatted Grids

You can create and edit content tags in Grid data sources manually, or you can use one of the following helper tools:

  • The Data Source Assistant task pane
  • The Tag Editor dialog

Using the Data Source Assistant

You can insert and edit any content tag using the Data Source Assistant task pane. For general information about this task pane, see .

To insert a new tag:

  1. Place your cursor in an empty cell where you want the tag to be placed.

    The cell must be within a tagged [Row] and [Column] within the data source (including [Fixed] rows and columns).

    TIP: If you want to insert a tag into a cell that is not currently marked as a content row or column, then you can use the right-click menu to insert the tag. See the following section on using the Tag Editor dialog.

  2. In the Selection Editor section of the task pane, select the desired Tag Type.

Once you select a tag type, the Selection Editor populates with the options for that tag type. You can then complete these options as desired. The tag will be built out as you make selections.

To edit an existing tag:

  1. Place your cursor in the cell that contains the tag you want to edit.
  2. In the Selection Editor section of the task pane, edit the tag options as desired.

As you make changes in the task pane, the tag in the cell is updated in real time. If you want to be able to preview your changes with the option to cancel, then do not use the Data Source Assistant task pane and instead double-click the cell to open the Tag Editor dialog.

NOTE: If the tag is created by a formula, then you cannot use the Data Source Assistant to edit the tag. The tag will not be recognized in the Selection Editor when you place your cursor in the cell. You must edit the tag directly in this case.

Using the Tag Editor dialog

You can insert and edit any content tag using the Tag Editor dialog.

To insert a new tag:

  1. Right-click the cell where you want to place the tag, then select Insert Formatted Grid Tag >
    TagName    .

    The cell can be anywhere within a form-enabled file; it does not have to currently be within a Grid data source. If the tag is not within a Grid data source when the form is rendered, it will be ignored.

  2. In the Tag Editor dialog, complete the options for your selected tag and then click OK.

The tag is inserted into the current cell.

To edit an existing tag:

  1. Double-click the cell that contains the tag you want to edit.
  2. In the Tag Editor dialog, edit the tag options as desired, then click OK. If you click Cancel, your existing tag will be retained as is.

NOTE: If the tag is created by a formula, then you cannot use the Tag Editor to edit the tag. The tag will not be recognized in the Selection Editor when you place your cursor in the cell. You must edit the tag directly in this case.