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Version: 1.28.2

Single Record Labels

To facilitate the search for particular records and visually highlight them in a list, you can create and configure color labels and apply them to individual records in any table. The related list on the Labels form contains all the records to which the label has been applied.

note

The record label functionality is currently under development and will be expanded in future platform versions.

Create a Label​

tip

Roles required:

  • Create – all users of the agent interface.
  • Update, delete – users without the admin role can edit and delete only the labels they created. Users with the admin role can edit and delete all label records.

To create a label, complete the following steps:

  1. Open the Label (label) table at {your_instance_URL}/list/label.
  2. Click New and complete the form fields.
  3. Click Save or Save and exit to apply the changes.

Label form fields​

FieldMandatoryDescription
NameYSpecify the title to display in the label.
ColorYSpecify the color of the label.
DescriptionNSpecify the intended use of the label.
info

You cannot create labels with identical attributes.

Record Labels – the list contains records that this label is assigned to.

Delete Labels​

To delete the labels that you do not need, follow the steps below:

  1. Open the Label (label) table at {your_instance_URL}/list/label.
  2. Select the checkboxes next to the records you want to delete.
  3. Click Delete in the upper-right corner.
caution

Once the label is deleted, it is also cleared from the records it was applied to.

Apply Label to a record​

tip

Roles required:

  • Create – all users of the agent interface.
  • Update, delete – users without the admin role can edit and delete only the records they created. Users with the admin role can edit and delete all records.

You can apply a label to any record that you have access to. To do so, follow the steps below:

  1. Open the Record Label (record_label) table at {your_instance_URL}/list/record_label.
  2. Click New and complete the form fields.
  3. Click Save or Save and exit to apply the changes.

Record Label form fields​

FieldMandatoryDescription
LabelYSpecify the label to apply to the record specified in the Record field.
RecordNSpecify the record. Use the context menu to select the table and then specify the record in the Document field.
info

You cannot apply the same label to a record twice.

Remove labels from records​

To remove a label from a record it has been applied to, do the following

From the list view of the Record Label (record_label) table:

  1. Open the Record Label (record_label) table at {your_instance_URL}/list/record_label.
  2. Select the checkboxes next to the records you want to delete.
  3. Click Delete in the upper-right corner.
  1. Open the label form you want to remove from a record.
  2. In the Record Label related list area, select the checkboxes next to the records you want to delete.
  3. Click Delete in the upper right corner of the related list area.