Flags

Applications › Configurations › Company

Overview

Flags are maintained in Applications > Configurations > Company > Flags. Use this page to review the available flag entries, locate a specific entry, create a new entry when required, and export the displayed list for offline review.

This feature is relevant to users who maintain Company configuration records or need to verify that a flag is available before it is used elsewhere in the business process.

Settings

No separate enablement options or flag-specific configuration fields are available in the provided Flags screen. The available configuration activity is to maintain the flag records themselves from the Flags list.

Use the Settings (icn icn-settings) action only when your organisation has instructed you to access additional settings. The provided screen does not identify any settings fields or their effects.

Note: The Flags screen provides a list view with a Search field and filtering actions. It does not provide documented fields for defining a flag’s properties in the supplied screen data.

Workflow

1. Decide whether the required flag already exists

Before creating a new flag, search the existing list. This avoids maintaining duplicate entries with similar names.

1. Open Configurations > Company > Flags.
2. Enter a keyword in Search.
3. Select Apply filter to display records matching the search criteria.
4. Review the resulting list and decide whether an existing flag can be used.

Tip: Use a distinctive word from the expected flag name when searching. If you are unsure of the exact wording, search with a shorter term first.

2. If the flag exists, review or export the filtered results

When the required flag is already listed, no new record is needed. You can retain the filtered list for review or export it.

1. Keep the relevant search criteria applied with Apply filter.
2. Review the matching flag entries in the list.
3. To create an external copy of the displayed information, select Export.
4. If you need to return to the unfiltered list, remove or revise the value in Search, then select Apply filter again.

Note: Export only the list currently displayed after applying the required search or filter criteria.

3. If the flag does not exist, create a new record

Create a flag only after confirming that an equivalent entry is not already available.

1. Select New.
2. Complete the fields presented for the new flag record.
3. If file information is required for the record, review files[] and use Attach where appropriate.
4. Select Ok to confirm the entry.
5. If you decide not to proceed, select Cancel instead.

The supplied screen identifies Ok and Cancel as the available decision actions. Ok confirms the current entry, while Cancel stops the current action without continuing.

Warning: Do not create a new flag merely because a search returns no result after a narrow filter. First broaden or revise the search and apply the filter again.

4. Maintain related information only when required

The Flags screen also provides Tickets and Attach actions. Use these actions only when your internal process requires ticket-related activity or attached files for the flag record.

1. Select Tickets when you need to work with ticket-related information available from the record.
2. Select Attach when you need to add or manage files associated with the record.
3. Review files[] to confirm that the required file information is present.

The provided screen does not define the content or lifecycle of tickets and attachments. Follow your organisation’s established process when using these actions.

5. Refresh the displayed information when needed

If you expect the list to have changed, use the available update action before searching, filtering, or exporting.

1. Select Update (icn-update).
2. Use Search and Apply filter again if you need to locate a specific flag.
3. Select Export only after the required results are visible.

Examples

A project manager needs to confirm whether a flag for a planned client visit is already available before requesting a new configuration entry.

1. The project manager opens Configurations > Company > Flags.
2. In Search, they enter

   client visit

   .
3. They select Apply filter.
4. The list displays matching flag entries. The project manager reviews the results to determine whether an appropriate existing flag is available.
5. If an existing entry is suitable, the project manager keeps the existing record and, if needed, selects Export to provide the filtered results to the relevant team.
6. If no suitable entry exists, the project manager selects New.
7. In the new record entry, they complete the fields requested on screen for the intended client-visit flag.
8. If supporting material is required, they select Attach and verify the related information under files[].
9. They select Ok to confirm the new flag record.

client visit

Tips

Tip: Search before creating. This is the most reliable way to avoid duplicate flags with nearly identical wording.

Note: Use Cancel when the new record is not ready to be confirmed. Do not use Ok until the displayed record information has been reviewed.

Warning: A filtered export may not include all flag entries. Clear or adjust Search and select Apply filter before exporting if you require a broader list.

Troubleshooting

Related pages

• Branches
• Frequent Currencies
• Configurations — Learning Path
• Products
• Configurations — Overview
• 2 Factor Authentication
• Account Managers
• Custom Fields
• Dashboard Settings
• Dynamic Validation
• Banks
• Invoice Settings
• Activity Purpose
• Inquiry Status
• Lost Reasons