> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chemcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Tags

> Attach your own structured metadata to deliveries with custom tags

Custom tags let you attach your own structured metadata to records in ChemCloud, so you can run your own processes and organise your data the way your team works.

A tag is made up of two parts: a **tag group** (the key) and a **value**. This is similar to key/value tags in other tools — for example, a `Shipment priority` group with the values `Urgent`, `Standard`, and `Relaxed`. You tag a record by choosing a group, then picking one or more values from it. A single record can carry multiple tags, including tags from different groups, and they all display together in one **Tags** column.

<Note>
  Tags are currently available on **Deliveries**. Support for other records (products, orders, approvals, shipments) is planned as a follow-up.
</Note>

## Fixed and Dynamic tag groups

When an admin creates a tag group, they choose how its values behave:

<CardGroup cols={2}>
  <Card title="Fixed" icon="lock">
    Values are defined up front by an admin. Users can only pick from that predefined list. Use this when you want clean, constrained data — e.g. a mandatory `Shipment priority` where users can't insert "quite urgent" variants that make reporting difficult.
  </Card>

  <Card title="Dynamic" icon="pen-to-square">
    Users can pick an existing value **or** create a new one inline while tagging. The new value is saved to the group and reused next time. Use this for values you can't know ahead of time and that evolve — e.g. a `Sales Order Reference`.
  </Card>
</CardGroup>

## Workflow

### 1. Set up your tag groups (admin)

Tag groups are managed centrally so everyone in your organisation tags against the same set of keys and values.

<Steps>
  <Step title="Open Custom Tags settings">
    Go to **Settings → Custom Tags**. The screen lists your existing tag groups and the values within each one.  This is only visible to Admin users.
  </Step>

  <Step title="Create a tag group">
    Click **Add Tag**, give the group a name (the key), and set it as **Fixed** or **Dynamic**.
  </Step>

  <Step title="Add values">
    Add the values that belong to the group. For Fixed groups these are the only values users will be able to select. For Dynamic groups they're the starting values — users can add more while tagging.
  </Step>

  <Step title="Edit values later">
    Return to **Settings → Custom Tags** at any time to add, rename, or remove values within a group.
  </Step>
</Steps>

<Tip>
  Keep Dynamic values tidy — before creating a new value inline, check whether an equivalent one already exists so you don't end up with both `urgent` and `Urgent`.
</Tip>

### 2. Tag a delivery

You can tag a delivery straight from the deliveries list, or from the delivery's Edit modal.

**From the deliveries list**

<Steps>
  <Step title="Hover the Tags column">
    On the **In Progress Deliveries** list, hover over a delivery row. In the **Tags** column you'll see an **Edit** link next to any existing tag chips, or **+ Add Tags** if the row has none.
  </Step>

  <Step title="Open the Tags slideover">
    Click **Edit** or **+ Add Tags** to open the Tags slideover for that delivery.
  </Step>

  <Step title="Add your tags">
    Choose a tag group and select one or more values. Add tags from as many groups as you need. In a Dynamic group you can type a new value to create it inline.
  </Step>

  <Step title="Save">
    Click **Save**. Your tags appear in the Tags column.
  </Step>
</Steps>

<Note>
  The Tags slideover edits only tags, so it also works on **managed** deliveries — deliveries you can't otherwise edit directly from the Edit Delivery modal.
</Note>

**From the Edit Delivery modal**

<Steps>
  <Step title="Open the delivery">
    Open the delivery and click into the **Edit Delivery** modal (see [Edit a delivery](/for-buyers/orders/how-to-edit-a-delivery)).
  </Step>

  <Step title="Add a tag">
    In the **Tags** section, click **+ Add Tag**, choose a tag group, and select one or more values.
  </Step>

  <Step title="Save">
    Save the delivery to apply your tags.
  </Step>
</Steps>

### 3. Work with tags on the deliveries list

<AccordionGroup>
  <Accordion title="One Tags column" icon="table-columns">
    All of a delivery's tags — across every group — display together in a single **Tags** column, positioned to the left of the **Notes** column.
  </Accordion>

  <Accordion title="Overflow for busy rows" icon="ellipsis">
    When a delivery has more tags than fit in the row, the extras collapse behind an overflow indicator so the list stays readable. The full set is still accessible when you open the row's tags.
  </Accordion>

  <Accordion title="Filter by tag" icon="filter">
    Filter the deliveries list by tag to quickly narrow down to, for example, everything tagged `Urgent` or tagged with a particular customer reference.
  </Accordion>

  <Accordion title="Search by tag" icon="magnifying-glass">
    Tag names are part of the deliveries search, so you can find tagged deliveries straight from the search bar.
  </Accordion>

  <Accordion title="Ask ChemCloud AI" icon="sparkles">
    Delivery tags are available (read-only) to ChemCloud AI, so you can ask about them in chat.

    When you ask, be explicit that you're referring to a **tag**. Say "tagged" and name the value — the AI matches on the tag, not on its own interpretation of the word:

    * ✅ "Can you summarise all deliveries **tagged** `Urgent`?"
    * ✅ "What orders are **tagged** `Customer Name`?"
    * ❌ "Can you summarise all urgent deliveries?" — this reads as a general query, not a tag lookup, and may miss your tagged records.
  </Accordion>
</AccordionGroup>

<Note>
  A maximum number of tags is enforced per delivery to keep the list view usable.
</Note>