As your tag library grows, filtering workflows by individual tags becomes difficult to manage.
Tag Categories solve this by allowing you to filter workflows at a category level first, then refine results using only relevant tags.
This keeps workflows easier to configure, review, and maintain.
Available Tag filters
You can use the following tag falters in workflow conditions:
Customer Tags Category
Invoice Tags Category
Credit Note Tags Category
Example Workflow Configuration
The example below shows how multiple tag types can be combined:
Customer Group balance total is greater than: 50000
Customer Tags Category is one of: Location tags
Invoice Tags Category is not one of: Risk assessment
This ensures the workflow only triggers when all conditions are met.
