Assign Tags from the Add New Datasheet or Datasheet Information Window
- Last UpdatedOct 30, 2025
- 3 minute read
-
In Tags tab of the Add a New Datasheet window (see Add New Datasheets) or the Datasheet Information window (see Edit Datasheet Information) or the Datasheet Information window (refer to Edit Datasheet Information), either select an empty tag number record and click Assign or double-click on an empty tag number record.
The Select Tag(s) to Assign to Datasheet window is then displayed:

The Select Tag(s) to Assign to Datasheet window shows all the tags that have not yet been assigned to any datasheet of the DataSheet form type.
Note: Instruments can be only be assigned to a datasheet of the Datasheet type form once. They may be assigned Other type forms as many times as required.
The tags list can be filtered to enable easier access to tags using standard grid facilities, and the Match Operating Principle checkbox.
When the Match Operating Principle checkbox is checked, only those tags with the same Operating Principle as the Catalog type of the datasheet are listed. When the Match Operating Principle checkbox is not checked all tags from the Instrument List which have any operating principle that is not blank (empty) are shown.
Note: Prior to creating datasheets it is recommended that Users assign an operating principle to all tags that require a datasheet in the Instrument List as only those tags will appear in this window for assignment to a datasheet.
Assign a Tag to the current Datasheet
-
Double-click on a Tag Number to assign the selected tag to the current datasheet.
-
Repeat the double-click selection to assign more than one tag (if the current datasheet has multiple tags that are yet to be assigned).
Note: The selected tag(s) are allocated to the next available spare tag position on the datasheet. To change tag positions then the tags can be dragged into a new position using the Edit Datasheet Information window.
-
Alternatively, click the Select checkbox for each to be assigned, then click the Select button.
Remove a Tag or Catalog Instrument from the Current Datasheet
-
Select an Instrument and click Un-Assign.
Note: Removing a tag or Catalog Instrument does not delete the tag or its data from the Project Database. If the tag or Catalog Instrument is reassigned to another datasheet of the same form type (e.g Venturi Tubes) the data will be inserted into that datasheet, which is useful if tags need to be moved between datasheets.
Reassign a Tag Position in the Current Datasheet
-
Drag and drop one tag onto the position of another to exchange their positions. This will automatically move all tag data on the corresponding datasheet to the new column and/or row positions next time the datasheet is updated.
