Property settings

Property Settings is a central library of properties. These properties are actually property templates, and by defining and storing them centrally, and linking them out to objects in Type Management, they can be reused throughout the system. If you link the same property to two or more objects, those properties will be identical. E.g. if you link a property to both Tasks and Milestones, they will appear in the same column in Task lists.

The Property Settings panel is opened when you choose Defaults in the View menu. It can also be found under Structure in the Windows menu.

You can also create custom and/or historical settings in Property settings and link them to objects in Type Management. A property may only be linked once to an object, because the properties would have the same ID. Instead you should create two or more (identical) properties.

When you link a new property to an object in Type Management, it is also added to ALL existing objects of that type. See Custom and Historical properties below.

When you double click a property in Property Settings, you can set up the properties below. You can also change the property values for a specific object after it is linked to that object in Type Management.

Properties

Features

Features - select the visibility for the property when editing the object on the web; use these alternatives:
- Visible - the property will be available for editing for users with necessary access
- Not visible - the property will not be available for editing
- Visible when values - when the property has values, it will be available for editing for users with necessary access

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

Configuration

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.
  
  This option is not available on properties that are never shown in tables or that cannot be truncated or wrapped, such as dates, statuses, icons, numbers, and progress.
Override name - if you want to give the property a different name enter the desired text here; if the field is left blank the standard name of the property will be used

Name changes made here will not affect token tags for properties.

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 - the name of the related default system property.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Custom and Historical properties

In addition to the properties available by default, you can also create custom and/or historical properties in Property settings and link them to objects in Type Management. This is done by right clicking in Property settings and choosing Add and the desired property. When linked to an object in Type Management, the new property will be added to ALL objects of that type.

See Custom and Historical properties for information on the property types that are available.

A property may only be linked to each object once, because the properties would have the same ID. Instead you should create two (identical) properties.

When you link a new property to an object in Type Management, it is also added to ALL existing objects of that type.

It is not possible to edit Historical properties in the Template model. Historical properties are not available in that model.