Process flow label management

Introduction

Process flow labels are created and managed from general settings. From here you can:

• Add new labels

• Update an existing label name or colour

• Remove an existing label

Need to know

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

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

• A process flow label cannot exceed 20 characters.

Adding a new label

Labels can be created in two ways:

• 'On the fly' from process flow settings when you need to add a label quickly whilst working with a process flow.

• From general settings, which is useful when you need to add/manage a batch of labels

Adding a new label from a process flow

If you're working with a process flow and want to quickly add a label that doesn't exist currently, you can create it from the settings drawer. To do this, follow the steps below:

Step 1 Select the settings option from the canvas toolbar:

Step 2 Click the create label link beneath the labels field:

Step 3 Enter a name for the label and then select a colour:

Step 4 Click the create label button:

Step 5 The label is created and can now be selected via the labels field:

The label is available for selection in this process flow and in any other process flows defined for your company profile.

Adding a new label via general settings

If you want to create a number of labels for use in your process flows, you can add them via general settings. To do this, follow the steps below:

Step 1 Select settings from the bottom of the left-hand navigation menu:

Step 2 Select the labels option:

Step 3 Click the create label button:

... a new label form is displayed:

Step 4 Enter a name for the label and select a colour:

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

Process flow labels cannot exceed 20 characters.

Step 5 Click the create label button to save changes. This label is now ready for use with process flows.

Updating an existing label name or colour

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

Step 1 Access labels from general settings.

See steps 1 and 2 for adding a new label if you're unsure how to do this.

Step 2 If required, change the label name.

Step 3 If required, select a new label colour.

Step 3 Click the save button:

Remove an existing label

To remove an existing label, follow the steps below:

Step 1 Access labels from general settings.

See steps 1 and 2 for adding a new label if you're unsure how to do this.

Step 2 Click the delete button:

Step 3 Confirm this action: