Node type function

A Node type function is a calculated, read only property that will only appear in tables and description views, not in any editor. It will search down the tree for functions with the same node type as itself and display the value of the first one it finds.

The Node type function will always be considered "read only", and there will be nothing to edit in editors.

Examples of use:

• You can e.g. use a Node type function to show a custom node type in a Filtered list. Create a custom node type in Node type management, then create a function using that node type on a KPI. Create a Filtered list that searches for KPIs, and select the "visible" alternative for the custom node type in Column configuration.

• To use a Node type function in a perspective report, add a custom node type in Node type management and call it mytype. Add a node type function custom property to the KPI in Property management. This property should be configured with the mytype node type and it’s ID should also be the same as the node type name (mytype). You will also need a function on the KPI that uses that node type. In the report template create a column in the perspective where you use ${child.mytype.value}. The mytype part refers to the node type function custom property that again refers to the mytype node type. This will return the value of the node type function.

Properties

General

• Name - the name "Node type 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.

• Node type - The node type corresponding to the function type. Click the icon to the right and choose from the node types Actual, Budget, Forecast, or Target, or any custom node types that may have been created in your system.

Features

• Features - 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

This document contains confidential information. Not to be copied by third parties without written authorization.

© Copyright Corporater AS - All rights reserved.