Adding PowerHashTag to Forms

After importing the solution, the PowerHashTag section will appear on the Account, Contact, Lead, Case, and Opportunity forms. To add PowerHashTag to other entity forms, you will need to manually add the PowerHashTag section to the entity form. Edit the form and insert the PowerHashTag web resource (poht_/HashTag.html) to section or tab.

Using PowerHashTag

Adding hashtags

To use PowerHashTag, users simply type the word(s) they would like to add and press the Enter or Space key. A list of potential matches will appear below the word as users are typing to make common hashtags quicker to add.

Viewing tagged records

To see other records with the same hashtags, users simply need to click on the existing hashtag. A pop-up window will appear displaying a list of all records, select any of these records to open it.

Customizing a hashtag

When the hashtag is open, users can change the color of the tag by changing the color field. Users will enter the HEX code for their desired color, remember to include a # symbol in front of the HEX code.

Users are also able to rename the hashtag, if needed. The changes to the name field will be reflected on each tagged record.

Uninstalling PowerHashTag

To uninstall, simply navigate to Settings > Solutions and delete PowerHashTag. Deleting the solution from your system will remove all of its components.

Uninstalling the solution does not unsubscribe the solution.  If you're discontinuing use of the add-on, you must first unsubscribe in the solution.