Process flow label management

Introduction

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

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.