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Workflow Action: Tag Submission

Action: Tag Submission

Use this action when you want a workflow to automatically add, remove, or replace tags on a submission — the same tags you'd normally apply by hand from a submission's detail page.

This can be added to a rule's Then step or its optional Otherwise step; configuration works identically in either place.

Configuring it

Step 1: Choose what should happen. You have three mutually exclusive options:

  • Add these tags: Keeps any existing tags on the submission and adds the ones you select. If a tag you're adding is already present, it's simply skipped (no duplicates, no error).
  • Remove these tags: Deletes the specific tags you list, if they're present. Every other tag on the submission is left alone.
  • Replace all tags with these: Clears every current tag on the submission and sets the tag list to exactly what you select here. Use this carefully — it's the only option of the three that can remove tags you didn't explicitly list.

Step 2: Choose the Tags. Select from your program's existing submission tags in the dropdown.

Note: This dropdown only shows tags that already exist on your program. If the tag you want isn't listed, go to Program Settings → Submission Tags to create it first, then come back to the workflow.

Common use cases

  • Tag submissions missing key information as "Needs Follow-up," so reviewers can filter them out at a glance.
  • Use Replace all tags with these at a key milestone (e.g., once a decision is made) to reset a submission's tag state cleanly.

Things to watch for

  • Add vs. Replace matters. If you only want to layer on a new tag without touching existing ones, use Add — Replace will wipe out any tags applied manually or by other workflows.
  • Tagging is idempotent under Add and Remove — running the same Add or Remove action again won't cause duplicate tags or errors, since already-present/absent tags are simply skipped.

What's next