To create or edit a tag, you often will use the Tag Editor. For using the Tag Editor in Version 15 and newer, please see this article.
When you click the Tag Builder button on the AutoTag tab
or when you double click an existing tag, this launches the Tag Editor window:
Three Main Panes of the Tag Editor
Data Source , Attributes, and Evaluate Output
The Data Source pane contains both data groups and data subgroups. A data group is a category of data and is represented by a box to the left of the icon; you can expand or collapse this group by clicking the + or – sign in the box. A data subgroup, also known as a child group, is one type of data, and it cannot be expanded. When connected to XML data sources, the symbol next to the groups appears as in the image above. When connected to SQL data sources, the symbol next to the groups looks like a miniature table.
The Attributes pane contains information about all the attributes, or features, of a particular tag. Attributes include items such as the tag's nickname, which is the text displayed in the report template, or the tag type, which may be a number, date, image, or any of a dozen plus other types.
The Evaluate Output pane displays data in the selected tag, and it contains information only after a user has created a select statement and clicked the Evaluate icon.
The basic view of the Tag Editor also contains two tabs, the Tags tab and the Select tab.
The Tags Tab
The Tags tab of the Tag Editor contains all the types of tags you can create. Tags are essentially commands that say to AutoTag, "When you run a report, grab whatever data I tell you, and place that data where I tell you." AutoTag knows what data to retrieve based on how the tag is written, and it knows where to place the data based on the tag's location in the template.
For more information about each Tag, please see All About AutoTag's Tags.
The Select Tab
The Select tab of the Tag Editor contains information about the current tag.
The Select bar contains the select statement, also known as a query, and it is often referred to simply as "the select." When you run a report, the select statement tells the data source exactly what data to retrieve. Clearly, this is important information! Some of the ways you can create select statements are using the Windward wizards, using the Data Bin, dragging and dropping groups from the data source pane of the Tag Editor into the select bar, or manually entering them. You'll find numerous detailed articles on how to create these statements in Windward's support documentation. The three icons to the left of the select bar describe the select statement, and you can ignore them for now.
The Evaluate icon lets you see what data the select statement will call upon. It's a way to preview the data that will be inserted in a report. Tip: Keep in mind that when you click the Evaluate icon for an <out> tag that sits in a forEach loop, you will see only the first item in the data source and not the entire group of items.
The Wizard is either an XPath Wizard (for XML data sources) or SQL Wizard (for SQL databases.) It walks you through creating a complex select statement via a number of easy-to-use prompts.
The three other icons found on the Select tab are also on the Tags tab. The Next and the Previous icons let you jump from tag to tag in the template without having to close and reopen the Tag Builder. The Save icon saves the current tag.