Labels and dimensions
Multilingual labels grouped into dimensions, with colour, icon, parent label and related values. Used to group documents, properties and reports.
Labels are the shared grouping marks of the system: documents, properties and invoices can be tagged, and reports total by dimension. Every label belongs to a dimension (key) and may have a parent in the same dimension.
Adding a label
- Open Master datas → Labels and click the blue + button at the top right.
- Enter Name in at least one language (at most 32 characters).
- Choose the Dimension. A new dimension can be added from the form: type its name and it is created on save.
- If the label sits under another one, choose it in Parent; only labels of the same dimension are offered.
- As needed, set Colour, Icon (Font Awesome), Value type, Type action, and link other labels under Add a related value (Valid from, Valid to).
- Click Save. The form stays open.
Managing dimension keys
The key panel opened from the list header maintains the dimensions: Key (capitals, digits, underscore), Name, Key type, Reportable, Sort order and status.
Deletion
The bin icon deletes only labels without references. For the others it lists where and how often they are used (for example allocation, tagged object, child label).
Example
In the "Project" dimension add the label "Minta utca 1 renovation" in blue. Tag the renovation's invoices and documents with it, and the report totals by project.