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Move a Tag to Another Tag

DC Moving a tag's assets to another tag

Moving takes a tag off some or all of its assets and puts another tag on them instead. Use it to consolidate two tags that mean the same thing, or to reclassify part of what a tag covers, while both tags stay in the library.

Related

What can be moved

Moving covers datastores, tables and files, fields, checks, check templates, and anomalies that you can edit. Flows and operations keep their tag. Moving the tag off an asset also moves it on the assets that asset reaches: the tables, fields, and checks inside a datastore, the fields and checks of a table or file, the checks of a field, and the checks created from a check template. External tags cannot be moved, and assets cannot be moved to an external tag.

What Can Stop a Move

Situation What you see
The Data Catalog module is off, or the tag is an external tag Move to is not offered. External tags are not listed as targets either.
The tag is on no asset you can edit The dialog warns Nothing to move. Check that you hold the edit permission on those assets.
A selected asset is one you can't edit The dialog lists it with the reason Edit permission required, and the move stays off. Check templates also need the Manager role and access to every linked datastore.
You move to a team tag and a selected asset is outside that team's datastores, or is a check template The dialog lists it with the reason A team tag can only be placed in its team's datastores and cannot be applied to templates, and the move stays off.
Another change is updating the same assets The move fails with Some of these assets are being updated right now. Try again in a moment. Nothing changes, so you can retry.

Steps

Step 1: Open the tag's page and click Move to at the top of the page. The Move Assets to Another Tag dialog opens.

Step 2: Under Select, choose which assets to move:

  • All: every asset the tag is on that you can move. The option shows how many.
  • Specific: pick the assets from the list that opens. Selecting a datastore, a table or file, a field, or a check template brings the assets it reaches.

Click Next.

Step 3: Under Choose, pick the tag that replaces it in the Tag field. The dialog summarizes how many assets of each type the move changes.

Step 4: Click Move N assets, where N is the number of assets that change. The dialog confirms how many assets moved to the new tag and that the original tag was removed from them. Click View tag to open the new tag's page.

Step 1: Open the tag's page and click the Assets tab.

Step 2: Select the checkbox of each asset to move, then click Move to in the selection bar. The Move Assets to Another Tag dialog opens with Specific already picked and your selection in it. Click Next.

Step 3: Under Choose, pick the tag that replaces it in the Tag field. The dialog summarizes how many assets of each type the move changes.

Step 4: Click Move N assets, where N is the number of assets that change. The dialog confirms how many assets moved to the new tag and that the original tag was removed from them. Click View tag to open the new tag's page.

Step 1: Open the tag's page, press Cmd+KCtrl+K, and select Move to.... The Move Assets to Another Tag dialog opens.

Step 2: Under Select, choose which assets to move:

  • All: every asset the tag is on that you can move. The option shows how many.
  • Specific: pick the assets from the list that opens. Selecting a datastore, a table or file, a field, or a check template brings the assets it reaches.

Click Next.

Step 3: Under Choose, pick the tag that replaces it in the Tag field. The dialog summarizes how many assets of each type the move changes.

Step 4: Click Move N assets, where N is the number of assets that change. The dialog confirms how many assets moved to the new tag and that the original tag was removed from them. Click View tag to open the new tag's page.