👀A Visual Personal Tags System 📢
This post describes a custom personal tagging system for Business Central that uses colors and emojis to visually categorize and identify records across different entity types. The system enables user-scoped tags that help users organize and quickly recognize records without affecting other users.
post Gerardo Rentería Blog
"A tagging between entities that works universally across different types of records."
Key points
- Tags work universally across any Business Central table including customers, vendors, orders, and items
- Visual design uses emoji and color combinations for immediate recognition and priority identification
- User-scoped implementation stores tags in two linked tables without impacting other users
- Integration occurs through FactBox UI elements added to entity card pages for easy tag management
- Eight codeunit functions handle core operations: creating, assigning, removing, searching, and retrieving tags
Quotes
- “A tagging between entities that works universally across different types of records.” (Demonstrates the core capability of the system to work with any BC table, making it adaptable across the platform)
- “User scoped tags without affecting others.” (Highlights the isolation mechanism ensuring tags remain personal and do not impact other users’ data)
- “Emoji or color combinations for instant recognition.” (Explains the visual design philosophy that reduces reliance on Excel and improves user experience through quick visual cues)
AL objects mentioned
As named in the post. A name that matches one object page by exact type and name links to it; the others stay as named.
- table “GDRG Personal Tag Master”
- table “GDRG Personal Tag Assignment”
- enum “GDRG Color”
- page “GDRG Personal Tags FactBox”
- page “GDRG Tag Search”
- page “GDRG Personal Tag Assignments”
- page “GDRG Personal Tag Master”
- page “GDRG Tag Selection”
- codeunit “GDRG Personal Tag Manager”
- codeunit “GDRG Demo Data Setup”
- permissionset “GDRG Personal Tags”
Not found in BC28-30: table “GDRG Personal Tag Master”, table “GDRG Personal Tag Assignment”, enum “GDRG Color”, page “GDRG Personal Tags FactBox”, page “GDRG Tag Search”, page “GDRG Personal Tag Assignments”, page “GDRG Personal Tag Master”, page “GDRG Tag Selection”, codeunit “GDRG Personal Tag Manager”, codeunit “GDRG Demo Data Setup”, permissionset “GDRG Personal Tags”.
Context
- Features: Personal tag assignment, Color-coded visual categorization, Emoji representation system, FactBox integration, Tag search and navigation, User-scoped tag management, Cross-entity tagging, Priority identification
Source: Gerardo Renteria, community blog. Summary, key points and quotes are derived (CONTENT-NOTICE.md); read the original for the full text.