Defining and Editing Custom Property Groups and Properties
Before Property groups are available to the resources within Business Directory, a user with administration privileges must add them to the custom properties page. A Property Group must have at least one property defined for it to be viewable from the Properties Tab for a resource.
Note: On Firefox, blank custom properties occasionally disappear from the UI; but after a refresh of the browser, the properties appear as expected.
To add and manage custom properties
1. Select ADMIN > CUSTOM PROPERTIES.
2. Click the Add Group plus-sign icon at the lower left of the page.
3. Type the name of the Group of properties you want to define.
4. Optionally, type a description of the Group in the Annotation field. This description is only visible to other administrators who are adding or editing a Property Group. It does not appear on the resource page.
5. Select a navigation option to determine where the Property Group appears on the resource detail page:
Option | Description |
PROPERTIES_TAB | (Default) Lists the Property Groups. |
CUSTOM_TAB | Adds a tab with the Property Group name. |
SHARED_AREA | Displays the Property Group and its properties in the shared area above the detail table. |
6. Navigate to and select a location.
This location links the resources to this custom property. You can map more than one location to the property. For example, if you want the ACCT property available to all the views that you have published for SITE! and SITE@, then you need to add both SITE! and SITE@ to the location field.
7. Scroll over the Group that you just added.
8. Scroll over the tool icon that appears to the left of the group or property and select one of the following:
Option | Description |
Add | Type a name for the property. Select the data type for the property. Type a default value for the property. It must be a valid value for the data type you have specified. The value can later be overridden for a specific resource. |
Cut | |
Paste | |
Delete | |
Edit | Open the property editor. |
9. Navigate back to the Browse page and select a resource that belongs to the site location that you defined.
10. Select the Properties tab.