When a label has been incorrectly applied or the eligibility for a label changes, the label can be removed manually or by an automation. This article covers how to remove a label from an application.
In this Article...
How to Manually Remove a Label
This option is useful in select cases where a label has been incorrectly applied.
To remove a label from an individual application manually:
- Go to the Manage Applications page
- Select an application
- Select the Labels drop-down
- Select the label(s) you are remove from the application
- Select Done
To remove a label from multiple applications:
- Go to the Manage Applications page
- Select all applications to apply the label to
- Select the Labels drop-down
- Select the labels(s) to removing from the application
- Select Done
How to Remove a Label Using an Automation
Remove label from application
Depending on your own use case you may wish to automatically remove a single label from an application. For example, if an application is able to have more than one label on the application however if two or more labels are mutually exclusive.
Example: the application has labels on it for the year however the application has the option of selecting the semester they are applying for within the form.
WHEN TO APPLY
| Source | Event |
Target |
| Application Task | A Task has been Edited after Completion | Application Form |
CONDITIONS
| Application Form | What semester are you applying for? | is exactly | Winter |
DO
1.
| Action Source |
Source |
| Application | Remove a Label from the Application |
| Label: | Fall |
2.
| Action Source |
Source |
| Application | Add a Label to the Application |
| Label: | Winter |
You would then need to duplicate this automation so that you would have one to apply the Fall label. This setup will ensure that if the applicant changes their response the Fall label will be removed and the Winter label will be applied. We also use this, instead of the Remove all labels from application action to ensure that any additional labels, such as the year, are not removed.
Remove all labels from application
You can use automations to remove all labels previously applied to an application. To do so, the DO statement section of your automation should include the Remove all labels from application statement. This will remove all active labels from the application and cannot be limited to remove specific labels. A common use case for this action is when an application form can be edited by the application and labels are applied based on response collected in the form. An automation can help ensure the correct labels are removed/added to the application in the case where an applicant changes their response.
WHEN TO APPLY
| Source | Event |
Target |
| Application Task | A Task has been Edited after Completion |
Application Form |
CONDITIONS
Not required for this scenario.
DO
1.
| Action Source |
Source |
| Application | Remove All Labels from the application |
2.
| Action Source |
Source |
| Application | Add a Label to the Application |
| Label: | New label to be applied |