Labeling records

To help group and organize records, users can add labels, which are keywords that describe the record.

For example, an incident record that deals with a wireless internet outage could be labeled with the keyword wireless. Later, someone who has access to incident records can filter all incidents by the keyword wireless to see which incidents pertain to that topic. Users can add as many labels as needed to any record. Labels are not case sensitive.

Labels that you add to a record are saved in the Labels table with the following default settings:
  • Active: true. The label is enabled and appears in the tablet and desktop interfaces.
  • Global: false. The label is not globally visible. Labels are visible only to the user who created them.
  • Navigation: false. Tablet labels do not appear in the application navigator on either the tablet or the desktop interface.

Administrators can modify these labels as they would modify labels in the system definition.

Labels in the tablet and desktop interfaces

Labels in the desktop interface are similar to, but not exactly the same as labels in the tablet interface. Labels set in the desktop version appear in the desktop's application navigator but not the tablet's application navigator or in the tablet's recently accessed documents menu. When using the tablet, follow the instructions in this article for labeling records and accessing records with labels.