Flags are a “client recommended” feature! Add a Flag to any Display Form to provide instant awareness of a key issue related to the item.
Note: Flags are not tied to alerts and will not notify users. The purpose is to give awareness to an issue when the Display form is launched.
Once the Flag icon is added to the Action Bar (see Setup Instructions below) users simply click the button and the following box opens for them to add specific information.
- There are no permissions on Flags. Anyone can create them and likewise delete them.
- To delete a flag users just click on the flag and delete.
Configuring
- Add a new custom SharePoint list named called “Flags”
- Add these fields to the new list:
- Number: “CompanyID”
- Number: “ContactID”
- Number: “OwnerID”
- Single Line of Text: “OwnerModule”.
- Add the following line to all the Actions Bars (in Advanced Settings list) where the Flag should appear (as shown below).
“Create Flag|embedded|createflag”
Remember to click “Reset Application Cache”.
That’s it. Start using Flags!
Changing Background Color & Text
The default background colour for Flags is Yellow. If your preference is for another colour add the setting below (feature added September 2015).
Setting Name: FlagBackgroundColor
Setting Value: HTML Code
The following setting controls the text colour of the Flag.
Setting Name: FlagForegroundColor
Setting Value: HTML code
Changing Flag Width
The Flag’s default width lines up with the Action Bar width. If there are more items on an Action Bar than the default width of 930px then the Flag will line up with the adjusted Action Bar. To override this behavior and set your own width add this setting below.
Setting Name: FlagWidth
Setting Value: Assign a number
Adding the Title field to Flag List
Add a field in the Flag list called “Item Title” - make this as Single Line of Text field. Going forward this will populate with the Item Title value for that Flag.
For example, the Account list uses the Item Title field for the Account name so this will show for an Account with a Flag. If the Flat is created for a Project the Item Title may be Summary or Project Name so this value will populate.
Note: This will apply only to new Flags created after the November 2017 update and when the new column is created in the Flag list.