Labels management

When several workflow tasks must be assigned to a specific user, instead of assigning each single task, it is possible to create a label and then relate it to several tasks; then, when defining the user rights, just restrict the user to the label rather than to all the tasks of the workflow.

The management of the label consists of three steps:

• 1- Labels definition
• 2- Assign labels to the tasks
• 3- Restrict users to the labels

1- Labels definition

The labels are defined by document type. It is necessary to:

• access the document types definition window

• click on the Labels link (visible only if the Custom workflow option is enabled for the selected document type)

• click Add and fill the following fields in the Attributes tab:

Field	Description
Code*	Insert a valid code containing the accepted characters
Description*	Insert the description in the application language If more than one language is available, the other descriptions can be inserted in the Show link

• Save

2- Assign labels to the tasks

To assign a label to a workflow task, it is necessary to:

• access the workflows definition window, click on the document activity to display the workflow to which you want to assign the labels
• select the task to which you want to assign the label
• click the Edit button in the panel on the right of the window
• select the label to assign
• Save

3- Restrict users to the labels

To restrict a user to the execution of only the tasks with a specific label, it is necessary to assign a label to the user, namely:

• select the user to restrict from the user rights table of the application DB
• click on the Other restrictions tab
• define the Collaborative Office: Editing and Submission attribute with the Restricted in insertion and submission, but not restricted in display option
• Save

At this stage, it is possible to define the data entry and submission restrictions by clicking on Define and then, in the definition window:

• select the document type, the document activity and the document on which to define the user rights
• restrict the user to the execution of operational / submission tasks present in the workflows by selecting the "List" option
• select the codes of the labels to apply to the workflow tasks to which you want to restrict the user
• Save