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:

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.

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.

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.

Step 2 Click the delete button:

Step 3 Confirm this action:

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):

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:

Introduction

Labels are used to tag/organise process flows in whatever way you need:

Labels are created and managed in general settings and then applied to process flows via process flow settings.

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.

More information

• Process flow label management

• Using process flow labels