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.
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Prerequisite: You must have Administrative access (Super Admin, Admin with All permissions, or equal Custom Roles) to manage these flags. |
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Use Case: When 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. |
Creating Flags
Follow the steps below to create and color code flags:
- Go to Organization Settings > Project > Flag; then click Add New. The Add Flags pop-up displays.
- Enter a name for the flag in the Flag Name field; then enter a color in the Flag Color field and click Add. 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:
- Click the question to be flagged; then click the Flag
icon to display them.
- Select a flag from the list to apply it. The Flag
- 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:
- Click Filter; then select Advanced Search and scroll down to the Flag section.
- 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.