- Status Flags
- These exist in order to provide at a glance a set of automatically updated statuses for every person in the database. These can be queried for in Search Builder and on the People > Manage > Search page. This removes the need for extra Church Member Statuses such as Active Member, Inactive Member, Attending Non-Member.
Originally, these were called query bits and were created for a different purpose.
How Status Flags Work¶
Each status flag is created with a special saved search dedicated to that specific flag. These searches must use a special naming convention. They run daily at 4:30 AM Central Time, updating the current set of status flags for each individual. If a person has no Status Flags displayed, that lets you know that they do not fit any of your special status flag searches.
Status Flags can be protected, so that only users with a specific role can view them.
Where Do You Find Status Flags¶
Certain status flags will display as badges in the business card section of the people record. Be sure to read the Admin Settings section below about determining which show as Badges.
TouchPoint automatically displays certain information as Badges that are not tied to Status Flag searches.
- Campus (if your churches has multiple Campuses)
- Position in Family
- Church Member Status
- People Record
- Status Flags will display on a person’s record on the Profile > Member tab in the Status Flag section in the right sidebar. Only the statuses that fit the search criteria as of the last time the statuses were updated will display. The searches are run and the statuses updated every morning at 4:30 AM Central Time. The System Admin can run the Update Status Flags process manually at any time. This is found under Administration > Batch Actions.
- Status Flag Export
For any group of people (a Tag, an Involvement, a Search Builder results), you can select the Status Flags Export from the blue Toolbar > Cloud > Export Excel > Status Flag Export.
- People Search
Status Flags are part of the filters that are available on the People > Manage > Search page. You can then click Search > Convert to Search to view these in Search Builder.
If you select more than one Status Flag when filtering on People > Manage > Search, you will be searching for those who have all the flags you selected.
Example: If you select Member and In Fellowship, the results will be everyone who has both the Status Flag of Member as well the Status Flag of In Fellowship.
- Search Builder Condition
On the Miscellaneous tab in Search Builder, there is a condition for Status Flag which allows you to select Status Flags from a drop down and find those people with one of the selected Status Flags. If you want to find someone with several of these flags, select one flag and add it to the search. Then select a different flag and add it, making sure that your top condition statement is Match ALL of the conditions below.
In Search Builder, selecting One Of as the Comparison type for your Conditions will always find those who meet ANY (not all) of those criteria. To find those with all of those Conditions, build the search with each status as a separate condition.
Every database has the following starter set of 3 saved searches which are all Public with Public as the Owner. They all begin with the
F0 (that is a zero, not the letter O) and can be seen, as well as edited by, the System Admin.
You can create more saved searches, saving them with the same naming convention consisting of an F followed by 2 digits from 01 to 99 followed by a colon and then the display name of the status flag.
You should keep these display names short, because they are used as column headings and labels elsewhere in the system.
You can modify these searches to specify your church’s definition of a Recent New Visitor or an Active Attender.
Administration > Setup > Settings¶
Every database has a Setting named StatusFlags. The StatusFlags setting is pre-populated with 3 status flags, but you can use whatever Status Flag searches you choose.
- StatusFlags in Settings
- By default, these are F01,F02,F03. The order is the order in which they will display on a person’s record, if they fit that status. The System Admin can change the order. You can display a sub-set of all your status flags or use as many as you want. They are all available for search, but only those indicated in the setting will be displayed on the people record.
Even though your status is named with a longer name prefixed with the F??: only include the F and the two digits in this setting. Do not include the rest of the name.
Update terminology for Involvements