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Workflow Automation

Managing Labels

Adding labels is optional when configuring Workflow Automation. Admins with access to Workflow Automation can manage custom labels and the values associated with those labels. After you add labels, you can assign those labels to the different incidents that have occurred in your organization on the Incidents page and the Incident Details page. To learn more, see About Incidents and Viewing & Managing Incident Details.

Adding Labels

To add a label:

  1. Go to Setup > Labels. The Labels page appears, listing all the labels for your organization.

  2. On the Labels page, click Add More. The Add Label window appears.

  3. In the Add Label window:

    1. Label Name: Enter the name for the label.
    2. (Optional) Label Values: Click Add New and enter a value for the label. Then press Tab or press Enter. The value displays for the label.
    3. (Optional) Click Add More to add another value to the label.

  4. Click Add.

Editing Labels

To edit the label:

  1. Go to Setup > Labels. The Labels page appears, listing all the labels for your organization.
  2. (Optional) On the Labels page, use the Search field to locate the label for which you want to edit.
  3. Click the Edit icon next to the label. The Edit Label window appears.
  4. Change the Label Name field for the label or change the values for the label by doing one of these options:
    • To edit a label value, double-click an existing label value, edit the value, and then press Tab or press Enter.
    • To add another value to the label, click Add More in the Label Values field for the label, enter the new value, and then press Tab or press Enter.
    • To delete a value associated with the label, click the Delete icon next to a value that is displayed for the label.

  1. Click Update.

To delete the entire label along with its associated values, click the Delete icon next to the label on the Labels page.

If you delete the entire label, there might still be incidents in Workflow Automation that were previously assigned to that label on the Incidents page or the Incident Details page. You need to manually find those incidents and remove the label that was deleted. To learn more, see About Incidents and Viewing & Managing Incident Details.

Viewing Labels

To view labels, go to Setup > Labels. The Labels page appears, listing all the labels for your organization. For labels, you can view the following information:

  • Label Name: The name of the label.
  • Label Value: The values associated with the label.

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