Bespoke flags: adding and editing flag sets

[RichardTapestrySupport]

It's possible to add your own customisable flag sets to Tapestry, which you will then be able to link to observations and reflections.

We'll start by looking at how you can add a new bespoke flag set to Tapestry. To skip to the section on editing, deleting and enabling or disabling bespoke flag sets you have already created, click here.

 

Adding a flag set

To add a new bespoke flag set you will first need to go to the Control Panel (1) > Settings (2) > Flags (3), then click 'Add a new set of bespoke flags' (4).

 

 

On the next page you will be able to select a title for your flag set (1), a short description of your flag set (2) and the default colour (3). 

 

 

Below this you should see the 'Flags' section. You will be able to see any flags you have added and you will have the option to add a flag (1) or to add multiple flags (2).

 

 

Clicking one of these options will open a pop-up box that will allow you to pick a name for your flag(s) (1) and the colour you would like to use (2). If you do not select a colour here the flags will be show up as the default colour for your flag set. Once you are done click 'Save flag' (3) If you are adding multiple flags at once you will need to separate the name of each flag with a line break.

 

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You should then see your flags appear. If you click the cog icon to the right of one of your flags (1) you will be given the option to edit your flag, add one or more flags within the flag, move or delete the flag. You can also use the arrows to the left of the flag to quickly move it.

 

 

Adding a flag within a flag, means that the second flag will appear indented under the first flag when you add them to an observation or reflection. You can add multiple flags within a single flag, and you can also add flags within flags within flags, so each layer will appear indented, as shown in the image below.

 

 

Once you have finished creating your flag set click the 'Save changes' button at the bottom right.

 

You will then be asked if you would like to enable your new flag set. If you are ready to enable the flags you can click the 'Enable now' (1) button. If not you can click 'Cancel' or the 'X' at the top right of the pop-up (2).

 

 

If you choose to enable the flags now you will be given the option to enable them for observations (1) and/or reflections (2). If you enable them for observations you will also be able to decide whether you would like the flags to be visible to relatives (3). Tick any boxes that apply and then press 'Submit'.

 

 

Once you have enabled your flag set you should see it appear under the 'Flags' section whenever you add or edit an observation or reflection (depending on whether you enabled the flag set for observations and/or reflections). To learn more about using flags on Tapestry, take a look at this tutorial. 

 

 

Editing, deleting and enabling/disabling flag sets

If you would like to make any changes to a flag set, delete a flag set or enable/disable a flag set you can do this by going back to the Flag Settings page (Control Panel > Settings > Flags) and clicking on the 'Bespoke Flag Sets' heading (1). You should then see your saved flags sets and your draft flag sets, if you have any. Draft flags sets are ones you may have been working on but did not complete or save. If you do have any draft flag sets you can continue adding to them or discard them using the buttons to the right (2). This tutorial talks you through draft flag sets in more detail.

Next to any saved flag sets you will see buttons to edit, delete and configure the flag set (3). Selecting 'Configure' will allow you to enable or disable the flag set from reflections and observations, or make it visible to relatives when they view observations.

 

 

Please note that deleting a flag set will delete it permanently, and will remove it from any observations and reflections it had previously been added to. If you believe you may need to use the flag set again in future we would recommend disabling it instead, that way it can always be enabled again later.

 

 

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