Properties are the traits of an element type that can be used to classify, structure, visualize, and compare content. Learn more about the different options at hand.
When you define your custom element types or simply want to know what options you have to classify, structure, visualize, and compare content, you need to know the difference between the different existent property types:
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1. Dropdown 2. Steps 4. Rating |
7. Number 8. Date 9. Hyperlinks 10. Rich Text 11. User Fields 12. Attachments |
If you are interested in creating your custom properties or changing them, please read this article: Structuring Content via Element Types: The Element Configuration (EC)
Note: Currently, existing values (e.g., options in dropdown or rating properties) cannot be deleted to avoid data loss. If certain values are no longer needed, we recommend creating a new property with the required, updated options instead.
1️⃣ Dropdowns
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To create a dropdown, navigate to the element configuration, property configuration, and the option to add a property. Give your dropdown field a name [1]. If you want to allow the selection of multiple values, check the multiple values checkbox. Note that this cannot be changed for the respective property at a later stage (would require the creation of a new property, [2].
You can set the property type as required information for elements. This information then needs to be added before the element can be created. To do so, check the Required checkbox. Note that a Required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the Required constraint. [3]. Under Label, provide the options one by one to create the list. Click on Add New Option to enter more options. [4] Once you are happy with the way it looks, hit Save.
2️⃣ Steps
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To create a step field, navigate to the element configuration, property configuration, and the option to add a property. Give your step field a name [1]. You can set the property type as required. This information needs to be added before any content element can be created. To do so, check the required checkbox. Note that a required property cannot be introduced after an element type is configured initially. Add as many options as you like and select some nice colors for each of them [3]. Once done, click on Save.
3️⃣ Hierarchical Dropdown
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To create a hierarchical dropdown field, navigate to the element configuration, property configuration, and the option to add a property. Give your hierarchical dropdown field a name [1]. You can allow multiple value selection by checking the Allow Multiple Values checkbox. Note that this cannot be changed for the respective property at a later stage (would require the creation of a new property, [2]). You can set the property type as required information for elements. To do so, check the Required checkbox. Note that a Required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the “Required” constraint [3]. Enter the the first-level values and under them write the nested sub-level values. You can create as many values as you like [4]. Once done, click on Save.
4️⃣ Rating
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To create a rating, navigate to the element configuration, property configuration, and the option to add a property. Give your rating criteria a name [1]. Write a short description of the rating criteria [2]. You can invert the order in which the rating options are displayed [3]. Provide the values by the labels for each one of them, e.g., High [4].
Once done, click on Save.
5️⃣ Numerical Rating
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To create a numerical rating, navigate to the element configuration, property configuration, and the option to add a property. Give your numerical rating criteria a name [1]. Write a short description of the rating criteria [2]. Enter a valid min and max value for your ratings [3]. You can also invert the rating by checking Invert Order of Options [4]. Once done, save the property type.
When multiple users evaluate an element, we will calculate the average of those evaluations. For numerical ratings, we do not round the results to the next full value, but rather work with decimal numbers - both in the rating widget and in any visualization.
6️⃣ Rating Aggregation or Aggregated Rating (Professional)
Based on the individual rating criteria, you can build an index that aggregates the values of at least two rating criteria into one value.
To configure a rating aggregation, you can just navigate to the element configuration of the respective workspace [1]. You can enter the element configuration by hovering over your user profile icon in the bottom left corner and finding "Manage Workspace Elements".
Switch from element type configuration to property configuration [1]. To add a new rating aggregation, find the button to "+Add New Property" or when you want to adjust any aggregated rating, find the filter for "Aggregated Rating" and the respective criteria [2].
You are now asked to provide a name [3]. You are also asked to select the rating criteria which should be used to calculate the rating aggregation. You will find all the available rating criteria when clicking on "+Add new property" under "Rating Properties" [4].
Please note:
- You need to select two rating criteria at least.
- If you add another rating criteria later to an aggregated rating, you need to manually add this new rating criteria to the element form and the rating group. If you start directly the configuration of the rating group with the aggregated rating, all rating criteria included will be added automatically.
If you want to put a higher weight on certain rating values, you can also provide different rating weights to the considered rating properties [5]. Use the dropdown and select the weight that will be considered in the calculation.
You also need to add the values for the rating aggregation [6]. By providing a color, the respective calculated values of the aggregated rating will be displayed accordingly on e.g., the radar, matrix, or network graph.
When you are done, save your changes [7]. The same permissions to view the aggregated rating criteria apply as for the general permission to view ratings.
On a content card, the aggregated rating will be displayed with a sum sign. By hovering over the sum sign, users can understand the calculation formula.
7️⃣ Number
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To create a number field, navigate to the element configuration, property configuration, and the option to add a property [1]. Enter a value in Unit Label. The Unit Label shows the unit of the number (Euro, $, FTE) [2]. Provide min and max values to ensure users are entering valid values [3]. You can set the property type as required information for elements. To do so, check the Set as Required checkbox. Note that a required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the required constraint [4]. Once done, click on Save.
8️⃣ Date
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To create a date field, navigate to the element configuration, property configuration, and the option to add a property [1]. You can set the property type as required information for elements. This information needs to be added before the element can be created. To do so, check the required checkbox. Note that a required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the required constraint [2]. Once done, save the property type.
9️⃣ Hyperlinks
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To create a hyperlink field, navigate to the element configuration, property configuration, and the option to add a property [1]. You can set the property type as required information for elements. This information needs to be added before the element can be created. To do so, check the Required checkbox. Note that a Required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the Required constraint [2]. Once finished, save the property.
🔟 Rich Text
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To create a rich text field (RTE), navigate to the element configuration, property configuration, and the option to add a property [1]. Save it.
Note: There is a character limitation of 31772 characters on Rich Text Fields.
1️⃣1️⃣ User
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To create a numerical rating, navigate to the element configuration, property configuration, and the option to add a property. If you want to allow the selection of multiple values, check the Multiple Values checkbox. Note that this cannot be changed for the respective property at a later stage (would require the creation of a new property) [2]. You can set the property type as required information for elements. This information needs to be added before the element can be created. To do so, check the required checkbox. Note that a required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the Required constraint [3]. Once finished, save your property,
1️⃣2️⃣ Attachments
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To create a numerical rating, navigate to the element configuration, property configuration, and the option to add a property [1]. Save it.
You can upload most file formats, but we do have a list of formats that you cannot upload for security reasons. Please read this note to find out which file types.
You can attach files with a maximum size of 20 MB.