# Process flow label management

## Introduction

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

* [Add new labels](#adding-a-new-label)
* [Update an existing label name or colour](#updating-an-existing-label-name-or-colour)
* [Remove an existing label](#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.&#x20;
* 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](#adding-a-new-label-from-a-process-flow) when you need to add a label quickly whilst working with a process flow.
* [From general settings](#adding-a-new-label-via-general-settings), which is useful when you need to add/manage a batch of labels &#x20;

### 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:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FUBt4DN2yCPn01p1cf0i4%2Fadd%20label%20from%20flow%201.png?alt=media&#x26;token=3aeeddc4-61d8-43c8-b05d-80c99a068076" alt="" width="217"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FUbQ1vmrkIfTeCJbD6Zpc%2Fadd%20label%20from%20flow%202.png?alt=media&#x26;token=f3ef7b2d-d2fe-4105-97ef-9632b1b63fa6" alt="" width="563"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fj6yScqmi1WHcsK3hO22r%2Fadd%20label%20from%20flow%203.png?alt=media&#x26;token=df132f4b-02aa-4484-9eb5-9bb50bbfcadd" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 4**\
Click the **create label** button:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FHMlqu0mqIpGVZq3mTxkf%2Fadd%20label%20from%20flow%204.png?alt=media&#x26;token=a6cee5bd-ef41-4e27-a4d0-058735ab4588" alt="" width="563"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F8Dz0i0rCDyyAEMk5bLAN%2Fadd%20label%20from%20flow%205.png?alt=media&#x26;token=77412e27-0274-42e1-9c79-9f633693c422" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The label is available for selection in this process flow and in any other process flows defined for your company profile.
{% endhint %}

### 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:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FhO8QxEciJonKJ2duBnWs%2Fprocess%20flow%20labels%201.png?alt=media&#x26;token=bf19cc71-655a-4baf-8e9b-8bd4064797b9" alt="" width="211"><figcaption></figcaption></figure></div>

**Step 2**\
Select the **labels** option:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FBA7KbmIUAGHVTkV9WskP%2Fprocess%20flow%20labels%202.png?alt=media&#x26;token=cd286861-813c-4b6b-bc68-cd11813ca109" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 3**\
Click the **create label** button:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FjtYNn7TCJzt1pdL2UOWH%2Fprocess%20flow%20labels%203.png?alt=media&#x26;token=c9573c95-c146-49ba-ad12-d838504380dc" alt="" width="563"><figcaption></figcaption></figure></div>

... a new label form is displayed:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FW8spEe22dYnAOC1C1Yqt%2Fprocess%20flow%20labels%204.png?alt=media&#x26;token=72010b85-1044-4fde-989a-95baa66e999c" alt="" width="563"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F8luQMyiEori9K6rG5HPj%2Fprocess%20flow%20labels%205.png?alt=media&#x26;token=961be735-2f1b-4261-af2c-80c8f2a6cb8d" alt="" width="563"><figcaption></figcaption></figure></div>

These selections determine how the label is displayed when it's [applied to a process flow](https://doc.wearepatchworks.com/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/managing-process-flows/process-flow-labels/using-process-flow-labels) - the name will be shown exactly as defined here, with the selected colour.&#x20;

{% hint style="warning" %}
Process flow labels cannot exceed 20 characters.
{% endhint %}

**Step 5**\
Click the **create label** button to save changes. This label is now [ready for use with process flows](https://doc.wearepatchworks.com/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/managing-process-flows/process-flow-labels/using-process-flow-labels).&#x20;

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F8luQMyiEori9K6rG5HPj%2Fprocess%20flow%20labels%205.png?alt=media&#x26;token=961be735-2f1b-4261-af2c-80c8f2a6cb8d" alt="" width="563"><figcaption></figcaption></figure></div>

## 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.

{% hint style="info" %}
See [steps 1 and 2 for adding a new label](#adding-a-new-label) if you're unsure how to do this.
{% endhint %}

**Step 2**\
If required, change the label name.

**Step 3**\
If required, select a new label colour.

**Step 3**\
Click the **save** button:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FGA7wcdqrPr5RciajAm0p%2Fedit%20label%201.png?alt=media&#x26;token=5531b97a-2178-4564-bfe7-90dfa6e59271" alt="" width="563"><figcaption></figcaption></figure></div>

## Remove an existing label

To remove an existing label, follow the steps below:

**Step 1**\
Access **labels** from general settings.

{% hint style="info" %}
See [steps 1 and 2 for adding a new label](#adding-a-new-label) if you're unsure how to do this.
{% endhint %}

**Step 2**\
Click the **delete** button:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Ff88rnQ9FNiqJcQe3tai8%2Fdelete%20label%201.png?alt=media&#x26;token=195c80cc-62de-494a-a035-fe3974c20cf1" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 3**\
Confirm this action:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FH7lV8QxqMgh0iQ6F5GOf%2Fdelete%20label%202.png?alt=media&#x26;token=fe74f8c1-4e87-4ab8-947d-3eb3aa6d3bf4" alt="" width="563"><figcaption></figcaption></figure></div>
