What are Workflow Labels?
Workflow Labels are custom keywords that you can create for your Approval Policies.
Example: Invoices for the IT department are to follow a special approval process. To do this, create the label IT Department and link it to a suitable Approval Policy.
As soon as the label IT is selected for an invoice, the linked Approval Policy applies automatically.
Creating labels
Go to the "Workflow Labels" tab.
Click "Create".
Enter a name (required field).
Optional: Add a description.
Click Save.
Using labels in Approval Policies
Switch to the "Approval Policies" tab.
Open an existing Approval Policy or create a new one.
Click "Add trigger condition".
In this section, select the appropriate label.
Define the approval steps as usual.
Click Save.
If a trigger condition is set, it applies only to invoices with the selected label.
From now on, every invoice with this label is automatically assigned to the selected Approval Policy.