I'm setting up the use of data tags on 9.05.701 (tagging sales orders to start with). I placed a service call for data tag security not being enforced; any user that tags a record can delete private tags belonging to other users. I was told there are problems with data tags in E9 which have been fixed in E10. I wasn't able to customize the Tag Record form and turning on tracing didn't give me any help. I was able to protect private data tags with a BPM to limit the returned tags in the tag manager to tags created by the user and also added a dashboard accessed thru the context menu that shows the user's private tags along with shared tags for the order. Ideally I would like to be able to tag selected records from the grid in a custom dashboard, but the Tag Record options don't show up when right-clicking. The Tag Record options are hit and miss in standard tracker grids. Any chance anyone knows how to add the Tag Record options in a grid?
Sue
Sue