Overview 

These options allow you to group and organize your stores based on your operational needs and use these groups to customize forms, visits, assignments, and other operational settings. Store states, categories, and tags are the three ways FieldPie organizes your locations, and you manage all of them under one Settings section. A store state describes a store’s condition or lifecycle, a category groups stores (often by type or region), and tags are flexible labels you can attach for filtering and access. You can add each of these, and you can merge duplicate tags to keep the list clean. These values feed store filtering, reporting, and the category- and tag-based store access models for users. 

Before You Start

You need administrator access to Settings. Plan the states, categories, and tags your operation needs and agree on consistent names before you add them, so your store data stays tidy and easy to filter. 

How to Set Up Location States, Categories, and Tags

1. From the profile drop-down menu, click Settings. 

2. Scroll down to the Store State, Category & Tag section. 

3. For Store State, click the + icon, enter a name, and click Save. 

4. For Store Category, open its settings, click the + icon, enter a name, and click Save. 

5. For Store Tag, open its settings, click the + icon, enter the tag, and click Save. 

6. To tidy duplicate tags, select the Store Tags you want to merge. 

7. Click Merge to combine the selected tags into one. 

Tips and Things to Know

• Categories are great for grouping by type or region; tags are flexible labels for anything else. 

• Consistent names keep filtering and reporting clean—agree on them up front. 

• Merge duplicate tags to avoid a cluttered list over time. 

• These values power the category- and tag-based store access models for users. 

Frequently Asked Questions