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Creating and managing flags in projects

Overview

Flags give you the ability to create color coded and named flags to differentiate questions within a project. Creating a flagging scheme allows for quick filtering within a project in order to help better identify how items should be addressed.

If you need to differentiate questions within projects you can set up color-coded flags for departments or business functions (such as Legal, Support, or IT) to show respondents who is responsible for the flagged content. You may also use tags to differentiate statuses or required actions.

Permissions

You must have Administrative access (Super Admin, Admin with All permissions, or equal Custom Roles) to manage these flags.

Select the applicable tab for your edition of Responsive.

  • Creating flags

    Follow the steps below to create and color code flags:

    1. Go to Organization Settings > Response Projects > Flag; then click Create New. The Create New Flag section displays.
    2. Enter a name for the flag in the Flag Name field; then enter a color in the Color Preferences field and click Create. A success message displays and the newly created flag is displayed in the flag name list.

    Flagging questions

    Follow the steps below to flag questions when responding to them:

    1. Click the question to be flagged; then click the Flag flag_icon.png icon to display them.
    2. Select a flag from the list to apply it. The Flag flag_icon.png icon changes to match the selected option, and is displayed adjacent to the section name in the individual Section page and Sections list page.



      • To clear a flag, click the Flag icon and select Clear Flag.
      • If any question in a section has multiple flags, click the icon to display all flags used in the section.

    Advanced search based on flags

    From Sections, you can perform an advanced search based on flags by doing the following:

    1. Click Filter; then select Advanced Search and scroll down to the Flag section.
    2. Select the desired option; then scroll down and click Apply to search. You can search for content with specific tags, no tags, or you can exclude specific tags.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Creating flags

    Follow the steps below to create and color code flags:

    1. Go to Organization Settings > Response Projects > Flag; then click Create New. The Create New Flag section displays.

    2. Enter a name for the flag in the Flag Name field; then enter a color in the Color Preferences field and click Create. A success message displays and the newly created flag is displayed in the Flag Name list.

    Flagging questions

    Follow the steps below to flag questions when responding to them:

    1. Click the question to be flagged; then click the Flag flag_icon.png icon to display them.
    2. Select a flag from the list to apply it. The Flag flag_icon.png icon changes to match the selected option, and is displayed adjacent to the section name in the individual Section page and Sections list page.



      • To clear a flag, click the Flag icon and select Clear Flag.
      • If any question in a section has multiple flags, click the icon to display all flags used in the section.

    Advanced search based on flags

    From Sections, you can perform an advanced search based on flags by doing the following:

    1. Click Filter; then select Advanced Search and scroll down to the Flag section.
    2. Select the desired option; then scroll down and click Apply to search. You can search for content with specific tags, no tags, or you can exclude specific tags.

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