System Administrators can create and manage custom flags in their application on the Flags page. Flags are small, rectangular boxes containing text and are used to identify and classify cases or organize them into tiers. Users with the appropriate permissions can set flags to a case using the Options () button on a case's page. Flags will appear beside the bookmark icon when set to a case (for example, the "High Priority" flag in the screenshot below). They can also be tagged to or untagged from a case using a “Add Set Flag” rule (see Add a Rule).

Navigate to the Flags page by clicking the Data tab in Settings, then selecting "Flags" in the page menu.

Add a Flag

To create a new flag, click the Add Flag button and complete the following fields on the New Flag form:

• Record Type: select “Case”, as flags can only be tagged to cases.
• Name: type in the text to identify the flag. The flag name text will be displayed as an option in the case's options menu and in the flag when tagged to a case.
• Description: type in a description to provide more context on the flag on the Flags page.
• Color: select the flag background color in a color selector.

Click the Save button to finish adding the flag. To quickly add another flag, click the Options () button and select "Save and Copy".

After a flag has been created, the system will dynamically add permissions for the flag, which you can review under the Edit section on the User Roles page of the Access tab (see all permissions in Access Control List). However, the System Administrator role will not automatically have permissions to edit new flags. You can restrict user permissions for flags as well. For example, you can adjust flag permissions so only certain user roles can view or set a flag on a case.

Edit a Flag

System Administrators can update flags at any time from the flag's page. Changing the flag background colour will immediately be applied to any case flags.

1. Click the Edit button on the flag's page.
2. The flag's page will now be in edit mode, so you can use the "Description" text box and "Color" colour picker to update the flag.
3. Click the Save button to submit your changes. 

Delete a Flag

You can permanently delete a flag from its page. The flag will be removed from any cases and the flag will not be displayed in the case's options menu. However, the case history will retain any records of the flag being set or unset for the case.

To delete the flag, click the Options () button on the flags's page, then select the "Delete" option.