Using process flow labels

Introduction

Existing process flow labels can be applied and removed for a process flow via process flow settings. You can define labels for any purpose - there's no right or wrong way to use them. For example, you might define labels to indicate the testing status of a flow, or indicate a specific shape that's included in the flow, or perhaps you might want to flag a process flow for a specific user.

As the number of process flows grows for your organisation, it can also be useful to filter the main process flows list by specific labels.

Applying labels to a process flow

Step 1 Access the process flow that you want to update.

Step 2 Click the 'cog' icon in the canvas toolbar to access settings for this process flow:

Step 3 Click in the labels field to list all available labels:

Step 4 Select any labels that you want to apply (you can apply a single label or multiple labels at the same time):

If you don't see a label that you need, you can simply duplicate your Patchworks dashboard browser tab and add the label there. Then, switch back to the process flow, close the settings drawer and reload the process flow. Now you can access process flow settings again and the label will be available for selection.

Step 5 Save settings.

Removing labels to a process flow

Step 1 Access the process flow that you want to update.

Step 2 Access process flow settings.

Step 3 Click the cross associated with a label that you want to remove:

Step 4 Save settings.

Filtering process flows by label

Any labels that have been applied to process flows are displayed in the main process flows list - for example:

To filter this list by specific labels, follow the steps below:

Step 1 Click the filter icon associated with the labels column:

Step 2 Click the select labels field:

Step 3 Select any labels that you want to apply for this filter:

Step 4 Apply your selections.

...the list is updated so only process flows with your selected label(s) are displayed: