You can now tag contractors to quickly filter and find the right people, while trigger events automatically keep those tags up to date.
How to create tags
Go to Tags in the configuration (the cog icon in the top right-hand corner)
Click on the Add Tag button, name the tag, and select "Enable for Contractors".
Once created, edit the tag and add the values.
How to tag contractors
Go to Configure Portal and select Contractors in the left-hand side bar.
Locate and edit a contractor.
Head over to the Tags section.
Click on the Add Tag button, and select the desired tag and value.
With tags applied, you can quickly filter contractors by tag.
How to keep tags up to date using records
Edit the contractor record and go to the Triggers section.
In this example, we're going to assign tags to contractors based on the response to the contractor review question and remove old tags.
Add the trigger event "On Submitted with Response" and select tag assignment, making sure the tag reflects the selected answer.
Add another trigger event "On Submitted with Response" and select tag removal, so any existing tags are removed when a different answer is submitted.
When contractor review records are added, tags will be automatically updated.
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