---
sourceDocument: Australia ServiceNow AI Platform user interface
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/platform-user-interface

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Using tags

# Using tags {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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.

## Filter records by tag {#ariaid-title2}

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.

| Option | Description |
| Filter from the form view | Select the more options icon (![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 (![Show or hide a filter.]()), select Tags from the field list and enter the tag name. |
|-|-|

{#t_FilterRecordsByTag__choicetable_fnf_gvq_fs}

## View tagged documents {#ariaid-title3}

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](https://servicenow-prod.fluidtopics.net/ExOHucaN5xAoASC2l_mx6w "Administrators can create views and delete any views they have created. You can create or delete views from either the list view or the form view.").

### Procedure

1. Navigate to AllSelf-ServiceMy Tagged Documents.
2. **Optional:** Select Show Global Tags to display global tags.
3. Perform one of the following actions.

   | Option | Description |
   | 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. |
   |-|-|

   {#t_ViewTaggedDocuments__choicetable_gmj_pjw_fs}

## Remove a tag from a record {#ariaid-title4}

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.

| Option | Description |
| 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 rowsRemove Tag:\[Tag name\]. |
| Remove a tag from a record in the form view | Select the more options icon (![More options icon.]()) in the form header, then select the remove tag icon (x). |
| Remove a tag from a record in the Tagged Documents page | Select the removed tag icon (x) in the corner of the document preview. |
|-|-|

{#t_RemoveATagFromARecord__choicetable_as5_vkw_fs}  
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](https://servicenow-prod.fluidtopics.net/zV5gPTSAt_3lLMm2qQczQQ#administering-tags "If you have an administrator role, you can configure and manage all tags, even tags created by other users. You can also configure notifications, auto-assignment, and Zing indexing for tags.").

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