Case Tag Restrictions

Tag restrictions allow you to control which values are available for one tag type based on the selected value of another tag type. This enables conditional logic between tag types — for example, restricting which Case Outcomes are valid for a given Case Type.

To manage tag restrictions, a user must be either a library administrator or a global administrator.

Overview

A restriction defines a relationship between two tag types:

• Restricted tag type — the tag type whose available values are filtered.
• Reference tag type — the tag type whose current value determines the filtering.

When a restriction is active, the values available in the restricted tag type are limited based on what has been mapped to the current value of the reference tag type.

Restriction Type: Only Allow

Restrictions use an Only Allow model. For each value of the reference tag type, you define which values of the restricted tag type are permitted. Values not mapped to a reference value are not available when that reference value is selected.

For example, if Case Outcome is restricted by Case Type:

• When Case Type is Fraud, only outcomes Substantiated, Unsubstantiated, and Referred might be allowed.
• When Case Type is Policy Violation, only outcomes Substantiated and No Action might be allowed.

If a case does not have the reference tag type assigned, no filtering is applied and all values remain available.

Managing Restrictions

Creating a Restriction

1. Navigate to the Case Tag Restrictions configuration screen.
2. Select Create New to begin.
3. Choose the restricted tag type — the tag type whose values will be filtered.
4. Choose the reference tag type — the tag type that controls the filtering.
5. The mapping editor opens for you to define the value mappings.

Note

A restriction pair must be unique — you cannot create two restrictions with the same restricted and reference tag type combination.

Editing a Restriction

Select an existing restriction from the list to open it in the mapping editor. Modify the value mappings as needed, then save.

Deleting a Restriction

Select the restriction and use the delete option. Removing a restriction means the restricted tag type’s values will no longer be filtered by the reference tag type.

Mapping Editor

The mapping editor provides a visual interface for defining which restricted values are allowed for each reference value.

• Reference values (the controlling tag type’s values) are listed on the left.
• Restricted values (the filtered tag type’s values) are available as chips that can be dragged onto each reference value.

To map values:

1. Drag a restricted value chip onto a reference value to indicate it is allowed when that reference value is selected.
2. Remove a chip from a reference value to disallow it for that selection.
3. A restricted value can be mapped to multiple reference values (it will be available whenever any of those reference values are active).

Important

Restricted values that are not mapped to any reference value will never be available when the reference tag type has a value selected. Ensure all values you want accessible are mapped appropriately.

Practical Example

A common use of restrictions is limiting Case Outcome values based on Case Type:

Case Type	Allowed Outcomes
Fraud	Substantiated, Unsubstantiated, Referred to Law Enforcement
Policy Violation	Substantiated, No Action Required
Misconduct	Substantiated, Unsubstantiated, Disciplinary Action

This ensures that when a case is closed, only contextually appropriate outcomes are presented to the user.