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 development status of a flow, whether it's a 'master' flow for virtual environments, etc.

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

1

Access the required process flow

Access the process flow that you want to update.

Labels are associated with the process flow as a whole, not a specific version. As such, it doesn't matter which version of the process flow you display on the canvas to make this update.

2

Open process flow settings

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

3

View existing labels

Click in the labels field - for example:

If you don't see a label that you need, use the create label option to add it now.

4

Apply the required label(s)

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

5

Save settings

Save settings when you've finished making updates.

Removing labels from a process flow

1

Access the required process flow

Access the process flow that you want to update.

Labels are associated with the process flow as a whole, not a specific version. As such, it doesn't matter which version of the process flow you display on the canvas to make this update.

2

Open process flow settings

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

3

Remove labels

Move down to the labels panel and click the 'cross' icon associated with any labels that you want to remove. For example:

4

Save settings

Save settings when you've finished making updates.

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.

1

Access filter options

Click the filter icon associated with the labels column:

Filter options are displayed:

2

Choose labels for the filter

Click in the select labels field and select the label(s) that you want to apply for filtering. The list of flows updates immediately to reflect your selections, for example:

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