Touchpoint Software Documentation | Status Flags

Status Flags

Purpose

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 > Find 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

Badges

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.

Note

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 Organization, 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 > Find page. You can then click Search > Convert to Search to view these in Search Builder.

Caution

If you select more than one Status Flag when filtering on People > Find, 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 Member as well the Status Flag 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.

Caution

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.

Saved Searches

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 prefix 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.

Note

You should keep these display names short, because they are used as column headings and labels elsewhere in the system.

Starter Set

F01:Recent New Visitor
Anyone who has visited anything for the very first time looking back 30 days
F02:Active Attender
Anyone who has attended anything 10 or more times in the past 140 days
F03:InFellowship
Anyone who is enrolled in a Main Fellowship class

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.

Important

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.

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