Add, edit, delete a flag

If you want your cases to have flags, they must be configured in each case type.

Flags are useful for two reasons:

• Highlighting an important aspect of the case and keeping it visible - see more in case flags

  Example: Customer vulnerability must be included in complaint reporting to the FCA. Users also need the data to always be visible on a case file so that they can provide adequate support to the customer.

• Reporting - you can filter your data by using flags - see filters and breakdowns

Add a flag

To add a new flag:

1. Select a case type to configure and navigate to the Settings column tab

2. Click the + button on the Flags card on the Settings tab

   

3. In the Add Flag dialog, enter a label for the flag and choose a colour

   

4. Click Save to add the new flag

5. The new flag will now be visible in the Flags card

   

Edit a flag

To edit a flag:

1. Select a case type to configure and navigate to the Settings tab

2. Locate the Flags card

3. Click the Actions menu ··· on the flag you want to edit

   

4. Click Edit to open the Edit Flag dialog

   

5. Make your changes and click the Save button

Delete a flag

To delete a flag:

1. Select a case type to configure and navigate to the Settings tab

2. Locate the Flags card

3. Click the Actions menu ··· on the flag you want to delete

   

4. Click Delete to open the Deleting a Flag dialog, which prompts you to confirm you want to delete the flag

5. Click Delete again to confirm you want to delete the flag