A key part of customization is creating and editing tags in Single-Select and Multi-Select fields. Tag customization lets you use the terminology that fits your team’s workflow, so fields stay clear and relevant.
Note: Customization is only available in no-code workflows. If your workflow doesn’t have these options, you can reach out to our team to discuss migrating to one that does.
At this time, customization features are only supported on Desktop. Please log in to your Coast at app.coastapp.com.
How to Edit Tag Values:
Desktop
- Click the Workspace Title at the top of your screen to open the Menu.
- Select Fields. This controls how the form appears to everyone who has access to the workspace.
- Click the Single Select or Multi Select field you want to update, or add a new field.
-
Under Response Options, you'll see default tags
(e.g., Option 1, Option 2)
and Tag Set Options.
Using Tag Sets
- Click Tag Set Options and choose a set (e.g., Yes, No, N/A).
- The selected set will replace your current tags.
Customize Tags Manually- Edit text: click a tag and type the new text.
- Reorder: drag a tag to the desired position.
- Archive: click the icon on the right of the tag.
- Create new: click Create a New Tag at the bottom and enter the tag name.