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Custom Approval Labels

Updated this week

Create and manage labels (agreement, consultation, etc.) needed for approval policy settings!

Only administrators with [Approval Policy Management] permissions can access this feature.

What is a Label?

  • A label refers to approval classifications such as agreement, consultation, etc. needed in the approval steps beyond just approval.

  • The table below provides dictionary and legal definitions to explain the differences between agreement and consultation terms. This is for reference only. Please create labels that suit your company's internal policies and circumstances.

Dictionary Definition

Meaning (Legal Term)

Common Usage

Consultation

Two or more people cooperating and discussing together

Mainly when seeking the other party's opinion

Exchanging opinions on equal footing

Agreement

Mutual consensus of opinions

When alignment of intentions with the other party is required

Two or more different parties seeking alignment of content

Approval

In public law, consent or agreement by a national or local government body regarding a specific act of another body or individual

Mainly when a subordinate seeks recognition from a supervisor or superior

Seeking unilateral permission from someone in a superior position

Consent

Same opinion or discussion

When seeking approval or disapproval from the other party

Granting permission or recognition for another's legal act

Adding Custom Approval Labels

  • Click [Settings] → [Custom Approval Labels] in the left menu, then click [Add Label] in the upper right.

  • Set the label name and label color needed for your company's approval policy. You can optionally enter a label description.

  • Label descriptions are shown when editing approval steps to administrators who have approval step change permissions or can edit workflow, work, and leave approval steps.

Deleting Custom Approval Labels

  • Click the three-dot button on the right of the custom label tab → click [Delete] to delete a custom approval label.

  • Please note that once a label is deleted, it cannot be restored.

  • If approvals are in progress with the deleted label, the label name on those approval documents will not change. However, on the approval step settings screen where the label was applied, the [Cooperation] label will change to [Approval] label.


FAQ

What happens to in-progress approvals when a label is deleted?

If approvals are already [In Progress] with the deleted label, the label will not be deleted or changed to [Approval] - the approval will continue with the deleted label as is.

Can I edit the name of a created label?

Created label names cannot be edited! If you need to change a label name, delete it and create a new one.

What is the maximum number of custom approval labels I can create?

You can register up to 6 custom approval labels.

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