With the latest version of Tagging (download here) we have introduced the ability to tag multiple records with multiple tags all in a single action. This functionality is provided via a new page available in the latest release. Simply select the records you wish to tag and click on the Multi Tag button:

Screen 0 - Multi Tag

Once you click on save the tags are applied to all of the records you originally selected.

Preconfigured Solution

To enable this functionality it requires you to create a button on each grid you wish to utilize multi tagging. To help kick start this for you we have provided a solution that enables this feature on account, contact and cases. Simply navigate to the Tagging page to download a copy of this solution.

Adding a button to the command bar

If you have a custom entity you wish to enable multi tagging on, or you prefer not to use the provided quick start solution, you will want to know how to add a button to the command bar. With the help of a tool called Ribbon Workbench we can easily achieve this.

1. Create a new solution and add the entity you want to customise ensuring you also add the 3 xrmc_ web resources in this screenshot:

Screen 1 - Solution

2. Launch Ribbon Workbench and once it opens select the solution you just created.

Screen 2 - Select Solution

3. Add a command to execute the MultiTag function:

  • Select the entity you with to customise
  • Right click on Commands
  • Click Add New
  • Give the command a name. For example, custom.account.MultiTag.Command

Screen 3 - Command

4. Add a new action to the command

  • Click on the lookup icon to add a new action.
  • Then click on the add button to add a new JavaScript Function Action.
  • The function you will want to call is openMultiTag
  • Select the WebResource called $webresource:xrmc_/MultiTagRibbon.js

Screen 4 - JavaScript Action

5. Add 2 parameters to this function so that it detects what was selected in the grid:

  • Click on the lookup icon beside the parameters box
  • Click the Add button and add a Crm Parameter
  • Set the value to SelectedControlSelectedItemReferences
  • Click the Add button and add another Crm Parameter
  • Set the value to SelectedEntityTypeName

Screen 5 - JavaScript Parameters

6. Add an enable rule to the command. MultiTag is only relevant if you have selected at least 1 record.

  • Click on the lookup icon beside the Enable Rules
  • Click on + Add New
  • Give it a name. For example, custom.account.MultiTag.EnableRule

Screen 6 - Enable Rule

7. Create a step for the rule

  • Click on Add Step and add Selection Count Rule
  • Set AppliesTo to Selected Entity
  • Set Minimum to 1

Screen 7 - Enable Rule Step

8. Now we can move on to the button itself.

  • Click on OK to save everything until you get back to the main screen.
  • To add a button simply drag a button from the toolbox on the left onto the appropriate command bar.

Screen 8 - Button drag

9. Give the button a name, for example, custom.account.MultiTagButton, and set the button properties as per the following settings:

Screen 9 - Button properties

Publish your changes by publishing the solution you have just edited. Note: if your changes don’t appear right away publish the solution again and refresh your browser window.