I am trying to sort cases created by specific companies that are tagged with a public tag, to a specific folder that I have created. The only sortable filter I see is "tag in record (by column Record id)".
I would love some insight into if there is a better way to do this, an easier way to do this, or if I am on the right track and maybe just don't have the permissions to do what I am trying to do.
Any assistance is appreciated.
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Hi Tony,
You're on the right track, but there's a more precise route than the generic "Tag in record (by column Record id)" filter, and it doesn't require any special permissions beyond normal folder-editing rights.
The key distinction: "Tag in record" filters on tags applied directly to the Case itself. What you actually want is to filter Cases by a tag that lives on the related Company record. For that, you need to drill through the relationship rather than filtering the Case's own tag collection.
Here's how to set it up:
- Open the folder's filter setup on the Case section (Filters → Add filter).
- Instead of picking a Case column, choose to explore related data and select the path through the Company lookup on the Case (i.e., Case → Company/Account).
- From there, drill one level further into the Company's tag collection — you're looking for something like "Account record tag (by column Object)."
- Choose the "at least one related record exists" option (sometimes shown as a count/"exists" condition), then add a sub-condition: Tag = [your public tag].
- Save the folder.
This mirrors the fix used for a very similar Knowledge Base "filter by tag" case in the community, just extended one hop further since you're filtering by the parent Company's tag rather than the record's own tag.
A couple of things to double check if it still doesn't behave as expected:
- Public tags require the "CanManagePublicTags" operation to create/manage, but any user should be able to filter by an existing public tag as long as they can see the tag lookup and have rights to edit/create folders in that section — so this is unlikely to be a permissions block for viewing, only for creating new public tags.
- Make sure you're filtering on the Company lookup that's actually populated on your Cases (some implementations use Account vs. Company field naming, depending on customization).
Relevant docs:
- Filters (Advanced filter / related-object filtering) – Creatio Academy
- Tags – Creatio Academy
- How to setup filter on dynamic folder in Knowledge base using tags – Community Creatio (same underlying technique, one relationship hop shorter)
- Filtering in Lookup by another object – Community Creatio
Hope this helps!