Adding tags to locations to auto populate job tags

Our healthcare solutions can help with auto creating job tags when creating a job, by taking tags assigned against a location and auto populating them as job tags when a new job is created related to a specific location record.

Tags can be added to a location. When a job or group event is created and linked to a location that has a tag, then this tag will automatically be assigned to the job as a mandatory job tag.

An example showing jobs associated with a specific location tag.

An example showing jobs associated with a specific location tag.

Note: If location tags are not visible in the location page layout, an admin can add the related list using Salesforce page layouts. 

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