Bulk Flag Management
- Ahmad Zahedi
- Tabitha Valencia (Unlicensed)
Overview
This feature allows for the adding, editing or removal of flags on one or more case/properties at one time.
The Bulk Flag Management Feature is available from the Data Grid “Actions” menu
If you do not see the highlighted option above, you may not have permissions for this feature or the feature may not be enabled.
Managing Flags
From the data grid, use the grid filters to narrow the list down to the cases that you would like to add or remove flags from.
After the grid has been filtered as needed, click on the “Add/Remove Flags” button to display the flag management screen
You can update up to 100 cases at a time. If more cases are selected, you will receive a warning that there are too many items in the Data Grid.
This screen will show any available flags that can be applied to the filtered cases, as well as any flags that are already applied to any of the filtered cases.
The existing flags are shown at the bottom of the dialog
Adding Flags
To add a flag to all of the filtered cases, simply selected the “Add” link to the left of the desired flag.
Updating Flags
The currently applied flags shown on the bottom of the flag management screen can have their description modified by clicking into the description box of the flag that you would like to modify and changing the verbiage as needed.
Modifying flags affects the flags of every case that you have filtered to in the Data Grid.
Removing Flags
Simply click the "Remove" link on the left side of any of the existing flags that you would like to remove.