---
title: "How To Create A \"Dynamic\" Bid Tag Group"
description: How to create a dynamic bid tag in Zebel
---
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# How To Create A "Dynamic" Bid Tag Group
A bid tag group normally holds values you set yourself, one per bid. A dynamic group works the other way round. You write the rules once, and Zebel decides which tag each bid gets from the bid's own numbers, so nobody has to remember to retag a bid after its pricing changes.
That makes a dynamic group the right shape for the things you would otherwise be holding in your head while you level a package: which bid is the low one, which came in over the estimate, and which bidder has not priced anything yet.
To create a dynamic bid tag group follow these steps.
Navigate to the desired estimate and select the "Bid Packages" tab, then select "Bid Tags" from the menu on the left. The "Type" column tells you which of the groups already here are "Dynamic" and which are "Static".
[](https://camo.githubusercontent.com/5413f7b859e713d62b3022d5d00ab0cb7be3abebd30a5f536cbb3305e505f530/68747470733a2f2f34353937313731372e6673312e68756273706f7475736572636f6e74656e742d6e61312e6e65742f68756266732f34353937313731372f68656c702d63656e7472652f686f772d746f2d6372656174652d612d64796e616d69632d6269642d7461672d67726f75702d2d6462742d30312d6269642d746167732d3039646537623263666630332e706e67)
Press "Add Tag Group" and fill in the "Group Label". This is the name the group carries on every bid package in the estimate, so name it for the question it answers, such as "Bid Competitiveness".
[](https://camo.githubusercontent.com/83fdc26fa2b8df3381aae440387de85240155d9bd9d8f539ab7b1653bb8dd289/68747470733a2f2f34353937313731372e6673312e68756273706f7475736572636f6e74656e742d6e61312e6e65742f68756266732f34353937313731372f68656c702d63656e7472652f686f772d746f2d6372656174652d612d64796e616d69632d6269642d7461672d67726f75702d2d6462742d30322d6164642d6469616c6f672d6637613232666330306234622e706e67)
Turn on "Dynamic". The dialog widens and each tag gains a rule builder beneath it. Leaving the switch off gives you a static group, which is the kind you fill in by hand.
[](https://camo.githubusercontent.com/dd940eed885d0c029fc5b29b54fbbbe146810b0f07df78d9e3032a72d46791dc/68747470733a2f2f34353937313731372e6673312e68756273706f7475736572636f6e74656e742d6e61312e6e65742f68756266732f34353937313731372f68656c702d63656e7472652f686f772d746f2d6372656174652d612d64796e616d69632d6269642d7461672d67726f75702d2d6462742d30332d64796e616d69632d6f6e2d3836646530633633373265662e706e67)
Fill in the first "Tag Label", pick its colour, then press "Add Rule". Choose what the rule looks at from the first dropdown, how to compare it from the second, and what to compare it against in the third. Press the information icon beside a subject to read what that subject measures. Several of them are narrower than their names suggest, and the note is worth reading before you rely on one.
[](https://camo.githubusercontent.com/7d5ce05d72542dd3b5b79a4213e80bc10c78d24e3d76e07a23c68a3991a05ff2/68747470733a2f2f34353937313731372e6673312e68756273706f7475736572636f6e74656e742d6e61312e6e65742f68756266732f34353937313731372f68656c702d63656e7472652f686f772d746f2d6372656174652d612d64796e616d69632d6269642d7461672d67726f75702d2d6462742d30342d7375626a656374732d6366343566653239613166322e706e67)
Add the rest of the tags with "Add Tag", giving each its own rules. A tag applies only when every one of its rules passes, so a second rule on a tag narrows it rather than widening it.
Put the tags in the order you want them tested. Zebel reads them from the top down and a bid takes the first tag whose rules all pass, so where two tags could both describe the same bid, the one you care about more belongs above the other. Drag a tag by the handle on its left to move it.
Select the "Default" tag, which is what a bid falls to when none of the rules match, then press "Save". Choose "No default tag" instead if you would rather leave an unmatched bid untagged.
[](https://camo.githubusercontent.com/b7b05aed8b724faf80257ad49b704375d99fbe17912089ecaec55e76922a1fe0/68747470733a2f2f34353937313731372e6673312e68756273706f7475736572636f6e74656e742d6e61312e6e65742f68756266732f34353937313731372f68656c702d63656e7472652f686f772d746f2d6372656174652d612d64796e616d69632d6269642d7461672d67726f75702d2d6462742d30352d72756c65732d3663663330643638373334392e706e67)
Open a bid package. The group has its own row in the "Bid Tags" section and every bid already carries a tag. There is nothing to press here: the tag is worked out from the bid's numbers, so it moves on its own when the pricing does.
[](https://camo.githubusercontent.com/b98cdd60ee528b4e96dc7ef31f1a62a3477ecf8ab43ba10ab6efab49ab6e8487/68747470733a2f2f34353937313731372e6673312e68756273706f7475736572636f6e74656e742d6e61312e6e65742f68756266732f34353937313731372f68656c702d63656e7472652f686f772d746f2d6372656174652d612d64796e616d69632d6269642d7461672d67726f75702d2d6462742d30362d7061636b6167652d6137343736393838623564622e706e67)
Select "Analytics" from the menu on the left and scroll to "Bid Analytics" to see how the group's tags are spread across every bid on the estimate. Pick the group from the dropdown on the left of that panel.
[](https://camo.githubusercontent.com/01ae437ffc5f3433b1d496c5bf6279c64f9c44a59e4dbc38c4ae213f51263747/68747470733a2f2f34353937313731372e6673312e68756273706f7475736572636f6e74656e742d6e61312e6e65742f68756266732f34353937313731372f68656c702d63656e7472652f686f772d746f2d6372656174652d612d64796e616d69632d6269642d7461672d67726f75702d2d6462742d30372d616e616c79746963732d3561316230636562623838382e706e67)
NOTE, a bid in a dynamic group cannot be tagged by hand. The cell shows the tag the bid earned and nothing else, so everyone looking at the package sees the same answer.
NOTE, a bid with no price on it is left out of the low, high and average comparisons. Give the group a tag whose rule is "Empty Bid" "Is" "Yes" and put it at the top, or unpriced bids land on your default tag and read as ordinary ones.
NOTE, you cannot make an existing group dynamic while its bids are already tagged by hand. The "Dynamic" switch is disabled and tells you to remove those tags first. The same applies in reverse: a dynamic group cannot go back to static until every rule on its tags is gone.
NOTE, a dynamic group can be set up on a record template the same way. Go to "Settings", then "Record Templates", open the template and select its "Bid Packages" tab, then "Bid Tags".
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