This guide explains how to create and configure conditional internal tags inside Claimlane. These tags allow you to show different options depending on what the user selects first.
Important: This guide applies only to internal tags, not flow tags.
1. Open Settings
From the Claimlane inbox:
Look at the bottom-left corner.
Click Settings.
2. Go to Your Datasource
In the left menu, find Self-service portals.
Select the datasource you want to work with.
Click Datasource to open its configuration.
3. Open Internal Tags
Inside the datasource:
Go to General tags.
Select Internal tags.
This is where all the internal tags are created and managed.
4. Create Your First Tag (Single Select)
The first tag in the chain must always be Single Select. This is your “root” selection, the first choice shown. Example: A tag named root.
Click the tag name to edit it.
Set Tag type to Single select.
Click Manage options.
Add each option you want to display (e.g., 1–2–3–4–5–6–7).
5. Create All Other Tags as Conditional Single Select
Every tag after the first must be a Conditional single select.
For example:
1st option → Conditional single select
Last option → Conditional single select
Any additional options → Conditional single select
This ensures that each option only appears when its parent option is selected.
6. Set Up Tag Mapping
Once your internal tags are created:
Go to Tag mapping (bottom of the left menu).
You will see your first tag (e.g., root).
For each option inside your root tag, you can select which internal tag should appear under it.
This is where you choose what displays under each selection.
Example:
If user selects 1, show the tag 1st option
Then if we select 1st option we show last option
So on and so forth until you reach the last option you need
