Managing Tags in Conductor

The tags are metadata applied to tasks, workflows, schedulers, or secrets in Conductor. The tags in Conductor are of the format key:value. Tags can be utilized in situations where you can easily share permissions with a group of users.

You can either add tags directly to individual workflows/tasks/secrets/schedulers. Or you can also add tags to user groups.

Adding Tags to Workflow​s​

To add a tag to a workflow,

1. From the left menu, navigate to Definitions > Workflow and find the workflow you wish to tag.
2. In the Actions column, click the tag icon.

This will open a pop-up window that allows you to add a new tag. Type a tag name in the format key:value and press enter to create new tags. You may also remove tags from the same window by clicking the "X" next to the tag you wish to delete.

Adding Tags to Task​s​

To add a tag to a task,

1. From the left menu, navigate to the Definitions > Task and find the task you wish to tag.
2. In the Actions column, click the tag icon.

This will open a pop-up window that allows you to add a new tag. Type a tag name in the format key:value and press enter to create new tags. You may also remove tags from the same window by clicking the "X" next to the tag you wish to delete.

Adding Tags to Scheduler​

To add a tag to a scheduler,

1. From the left menu, navigate to Definitions > Scheduler and find the scheduler you wish to tag.
2. In the Actions column, click the tag icon.

This will open a pop-up window that allows you to add a new tag. Type a tag name in the format key:value and press enter to create new tags. You may also remove tags from the same window by clicking the "X" next to the tag you wish to delete.

Adding Tags to Secrets​

To add a tag to a secret,

1. From the left menu, navigate to Definitions > Secrets and find the secret you wish to tag.
2. In the Actions column, click the tag icon.

This will open a pop-up window that allows you to add a new tag. Type a tag name in the format key:value and press enter to create new tags. You may also remove tags from the same window by clicking the "X" next to the tag you wish to delete.

Using Tags for Permission Sharing in Bulk​

The above steps mention adding tags to individual tasks/workflows/schedulers/secrets. However, you can also add tags to a user group/application that helps in sharing permissions in bulk.

Using User Groups​

Suppose you have a group of users from the accounts team and want to share the workflow execution permission for all users in the group.

To add permissions to the group,

1. Ensure that the workflow is tagged with the tag team:accounts. (If permission is to be shared for tasks/secrets, you need to add the tags to the corresponding items.)
2. Navigate to Access Control > Groups and click the edit icon near your group name.
3. From the Permissions section, click +Add Permission.
4. Click on the Tag section, choose team:accounts tag, and provide EXECUTE permission. You must also provide READ permission to list the workflows/tasks/schedulers/secrets in your Conductor console.
5. Clicking Add Permission adds the tag to the Group.

This enables all the group members to have execute access to the workflow tagged with team:accounts. This would also provide execute access to all tasks/secrets/scheduler flagged with this tag.

Using Applications

You can also allow the applications created to have explicit permissions over the workflows/tasks/secrets/schedulers tagged with the required tags.

Suppose you want to provide access to the tag “team:accounts” for your application;

1. Ensure that the workflow/task/secret/scheduler is tagged with the tag team:accounts.
2. Then, navigate to Access Control > Applications and click the edit icon near your app name.
3. From the Workflow and Task Permissions section, click +Add Permission.
4. Click on the Tag section, choose team:accounts tag, and provide the required permission.
5. Clicking Add Permission adds the tag to the application.

This enables the application to have execute access to all the workflows/tasks/secrets/schedulers flagged with the “team:accounts” tag.