Reset flags action

The reset flags feature provides a quick-access menu for modifying transaction state flags within FTM. This overflow menu can be used by the authorized users to reset or update specific transaction flags without performing a full transaction action.

The operations that reset flags action include are shown in the following list.
  • Standard flag operations
    • Reset or modify transaction processing flags
    • Update transaction state indicators
    • Change transaction status markers
  • Zelle-specific operations (if applicable)
    • Set Funds Transferred - Mark that funds have been transferred
    • Set Funds Reversed - Indicate that a funds transfer has been reversed
    • Set Disputed - Flag a transaction as disputed

Fields

Changing the state of the flag opens the dialog box that contains the following fields.
  • Filter column displays the build filter link that you can use to create a filter for the columns on the page.
  • Search entry field. Typing text in this field automatically filters the records that are displayed in the table. The table displays only those records that match what was typed in the search field.
  • Refresh redisplays the list of records to show any new records and the updates that are made to existing records.
  • Download CSV saves the displayed table view as a .csv file.
  • Show more text in table cells (up to 50 lines) shows up to 50 lines of text in a single table cell. The default is to show 5 lines. You can set the table view to either 50 lines or 5 lines at a time.
  • Show less text in table cells for easier reading (up to 5 lines) shows a maximum of 5 lines of text in a single table cell. You can set the table view to either 50 lines or 5 lines at a time.
  • Customize columns displays a page to select which columns are shown or hidden on the page.
  • Row settings configures the size and the spacing of the text that is displayed in the cells of the table.

Actions

The actions that are available are shown in the following list.
  • Cancel closes the confirmation dialog box and returns to the transactions details page.
  • Submit submits the action data and returns to the transactions details page.