Renaming & Deleting Field Tags

How to rename or delete an existing Field Tag from Settings, and what happens to your Contract Templates, Application Templates and reports when you do.

Once a Field Tag has been created on a form field (see Personalisations & Field Tags), you can manage it centrally from Settings > Tags. This page lists every Field Tag currently in use across your Registration, Application, Assessment and Milestone forms.

How it works

• Go to Settings > Tags. You'll see a list of all existing Field Tags, with a search box to find a specific one.

• Next to each tag are Rename and a dropdown with Delete.

Renaming a tag

Click Rename, enter the new name, and save. This updates the tag everywhere it's assigned across your forms — any field currently carrying that Field Tag will now be associated with the new name.

Important: renaming does not automatically update the text you've already typed into your templates. If [[your_field_tag]] has been pasted into a Contract Template, Application Template, email template, or a report, that reference keeps pointing at the old name — it will stop pulling data through the moment you rename the tag, until you go into each place it's used and update it to [[your_new_field_tag]].

Before renaming a tag, it's worth checking where it's currently used — Contract Templates, Application Templates, email templates, and any Reports/Data Tables built from it — so you can update those references straight away and avoid a gap where personalisations silently stop populating.

Tag names must be unique across your organisation, so you won't be able to rename a tag to something already in use elsewhere — you'll be prompted to choose a different name.

Deleting a tag

Open the dropdown next to Rename and select Delete. This removes the Field Tag from the field(s) it was assigned to. The form field itself isn't deleted — it just stops carrying that tag, and the personalisation is no longer available to insert into templates going forward.

Repercussions to be aware of:

• Contracts and Applications: any Contract Template, Application Template, or email template that already contains [[deleted_tag]] will keep the tag text in the template, but it will no longer resolve to a value. In line with how personalisations generally behave, it renders as blank rather than showing broken text — so documents will still generate, but that specific piece of information will be missing until the template is updated or the tag is recreated.

• Reporting: if the tag was used to power a column in a Report or Data Table (for example, to pull the same field across multiple form templates into one report), that column will stop returning data once the tag is deleted.

• No warning is shown before deletion about which templates or reports currently reference the tag, so it's on you to check usage first. Treat deletion as a one-way action for anything still referenced elsewhere.

Recommended workflow

1. Before renaming or deleting, search your Contract Templates, Application Templates, email templates, and Reports/Data Tables for the tag.

2. If renaming, update every reference to the new tag name as soon as you save the rename.

3. Only delete a tag once you've confirmed it's no longer referenced anywhere, or you're comfortable with those references going blank.

For the full list of built-in personalisation tags and how Field Tags fit alongside them, see Contract Personalisations and Personalisations & Field Tags (Applications). For how tags are used to combine fields across templates in reporting, see How to pull fields from different forms into a single report.