List property

A List property can be used to add a predefined drop-down list for categorizing, filtering, and reporting on the web and in documents. The alternatives must be predefined in a List property set in Shared web items listed in Choices for them to appear correctly in the list. By default Choices is predefined with three alternatives: "Choice 1", "Choice 2", and "Choice 3". You can use the same List property set in more than one List property, but it can be maintained once.

 

Example

You may want to add a drop-down list called "Importance" as a property to KPIs. It should have the alternatives "Critical", "Normal", "Low", and "No importance". Right click on the KPI in Property management and add a List property; change its name to "Importance". Change the names of the alternatives in Choices to the ones you want to use by right clicking them and selecting Edit. You can add more alternatives by right clicking the area below the alternatives and choosing Add. Create a List Property set in Shared web items and add the four List Property set items called "Critical", "Normal", "Low", and "No importance". Choose this List property set in the List property set field.

If you switch from one List property set to another, existing values will be removed from the objects where the previous set was used.

Properties

General

• Name - the name "List property" is generated automatically, but we recommend giving the property a different name

• Description - an optional text describing the property

Configuration

• Category - the category in the object's configuration in which the property should be placed.

   Change the property's placement in the configuration dialog by changing this value. Default is "General". E.g. by changing the value to "Configuration" the property will be grouped with the other properties under Configuration.

• Overridden column name in tables - an alternative, shorter property name to be used in column headings.

   If this property has a value, it will use this as the column header in tables

  Name changes made here will not affect Reporter token tags for the property.

• Display in tables as - how the property should be displayed in the table when there isn't enough room

  • Full text - the text shows in its full length on a single line

  • Wrapped - the text shows in multiple lines if there is not enough space on one line

  • Truncated - the text is cut off with '...' if there is not enough space to show the full text. Full text is shown on mouse over.

   Properties that are never shown in tables or that cannot be truncated or wrapped, such as dates, statuses, icons, numbers, and progress, do not have this option. They will always be shown in full text.

• Include empty - mark the box to add an empty alternative to the List property.

   This empty alternative will be used as the default value until another alternative is selected.

  If the check for Include empty is removed, the empty alternative will be replaced by the first one in the list anywhere it was used. If the alternatives in the list change order, the first one is always displayed if nothing has been specifically selected.

• List property set - choose a List property set that has been predefined here.

Features

• Visible - select how the object should appear on the web:

  • Visible

  • Not visible

  • Visible when value

Web editability

• Editable on web - whether users who are not administrators should have access to edit the property on the web page; choose between

  • Restricted - the property will not be visible for non-administrators

  • Unrestricted - the property can be edited by users who are not administrators

   Users who are to be able to edit properties on the web page must be given Property access in addition to Web access in Users and Groups, and they must also be mapped with the Full access profile to the scorecard where the objects they should be able to edit are located.

Information

• Information - enter helpful text for users who view the object that includes this property on Web. For example, a note on how to input data in that property field for the object.

  Click the Lookup () icon and enter the text.

   The property supports both plain and rich text.

   For Corporater BMP to display text that's specific to the object, add a text property to the object and then include a tag that references that property in the Information property. For example, a myInfo property and a ${this.object.myInfo} tag in Information.

   Corporater BMP attaches an Info icon to the property on Web. The icon is visible for the property as follows:

  When a user clicks the icon, your text displays in a collapsible Info section.

  • On the Edit page for the object that includes the property.

  • On the Add page for the object that includes the property.

  • In the inline editing mode of a description view for the object that includes the property.

  When a user clicks the icon, your text displays in a collapsible Info section.

• Linked to - available only after you paste link the property to an object type. The name of the original property type, as listed in the Property settings panel.

Version 5.1.2.0

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