Label management

Introduction

Labels can be applied to process flows, virtual environments, and blueprints. They are a useful way to tag/categorise these items into categories, particularly when you're managing lots of resources.

You can create and apply labels 'on the fly' whilst adding/updating a process flow, virtual environment, or blueprint - but if you have a significant amount of work to do on labels, it's simpler to do this from general settings.

All labels are added to the same 'pool', irrespective of origin. For example, labels created for a process flow via process flow settings can also be applied to virtual environments, and vice versa.

Need to know

• If you update the name and/or colour of a label, that change is immediately applied to any items where this label is already applied.

• If you delete a label from general settings, that label is immediately removed from any items where it was already applied.

• A label cannot exceed 20 characters.

Accessing labels

To access existing labels for your company profile, follow the steps below.

1

Access general settings

Select settings from the bottom of the left-hand navigation menu:

2

Access labels

Select the labels option:

All existing labels are displayed on the manage labels page. For example:

Adding a label

To add new labels for your company profile, follow the steps below.

1

Access labels

Follow the steps above to access the manage labels page.

2

Create a new label

Click the create label button at the top of the page:

A new label form is displayed:

3

Configure the label

Enter a name for the label and select a colour; then click the create label button. For example:

These selections determine how the label is displayed when it's applied to resources - the name will be shown exactly as defined here, with the selected colour.

Label names cannot exceed 20 characters.

4

Apply labels as needed

The label is ready for use - it can be applied to process flows, virtual environments, and blueprints.

Updating an existing label

To update the name or colour for an existing label, follow the steps below:

1

Access labels

Follow the steps above to access the manage labels page.

2

Access label settings

Click the name of the label that you want to update. For example:

Label details are displayed. For example:

3

Update label settings

Update the label name and/or colour; then click the save button. For example:

Updates will be applied immediately, wherever this label is currently applied.

Label names cannot exceed 20 characters.

Remove an existing label

When a label is removed, it's no longer available for use. If you delete a label that's currently applied to process flows, virtual environments, and blueprints, it will be cleared from those resources immediately. To remove an existing label, follow the steps below:

1

Access labels

Follow the steps above to access the manage labels page.

2

Access label settings

Click the name of the label that you want to remove. For example:

Label details are displayed. For example:

3

Delete the label

Click the delete button. For example:

Updates will be applied immediately, wherever this label is currently applied.

Label names cannot exceed 20 characters.

4

Confirm this action

When prompted, confirm that you want to remove this label. For example: