3️⃣ See the different Property Types and how to use them to structure your content

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:

      1. Dropdown

      2. Steps

      3. Hierarchical Dropdown

      4. Rating

      5. Numerical Rating

      6. Number

7. Date

8. Hyperlinks

9. Rich Text

10. User Fields

11. 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)

1️⃣ Dropdowns

 

Characteristics
  • List of pre-defined values
  • Single-select or multi-select option
  • Needs to be entered by one user
  • Can be set as mandatory

Implications to the system

  • Pre-definition prevents users from adding invalid options
  • Can be selected in radar, matrix, and board as visual indicators if single-select (e.g., segment, columns, swimlanes, axes, color, distance, halo, or donut).
  • Can be filtered from "more filters"

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.

EC_dropdown_config

2️⃣ Steps

 

Characteristics
  • List of pre-defined values
  • Single-select option
  • Needs to be entered by one user
  • Can be set as mandatory
  • You can also provide a color for each of the values 
 
EC_steps  

Implications to the system

  • Pre-definition prevents users from adding invalid options
  • Can be selected in radar, matrix, and board as visual indicators (e.g., segment, columns, swimlanes, axes, color, distance, halo, or donut).
  • Can be filtered from "more filters"

 

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.

EC_steps_config

3️⃣ Hierarchical Dropdown

 

Characteristics
  • List of pre-defined values
  • Single- or multi-select option
  • Needs to be entered by one user
  • Can be set as mandatory
  • Creates a nested/hierarchical structure between certain values
EC_hierarchical_dropdown  

Implications to the system

  • Pre-definition prevents users from adding invalid options
  • Can be selected in radar as segmentation criteria which will allow one to dive into a radar according to the different defined levels
  • Can be filtered from "more filters"

 

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.

    EC_hierarchical_dropdown_config

    4️⃣ Rating

     

    Characteristics
    • List of pre-defined values
    • Can collect the opinions of multiple users
    • Aggregation (mid-value) of all ratings is displayed as full value
    EC_srating  

    Implications to the system

    • Pre-definition prevents users from adding invalid options
    • Can be selected in radar, matrix, and board as visual indicators (e.g., segment, columns, swimlanes, axes, color, distance, halo, or donut).
    • Can be filtered from "more filters"
    • Individual ratings can be seen by clicking on the "person +  number" icon

     

    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.

    EC_rating_config

    When multiple users evaluate an element, we will calculate the average of those evaluations. For regular ratings (as opposed to numerical ones, see below), the average will be rounded to the next full value. This full value will also be used in any visualization, such as the Radar.

    5️⃣ Numerical Rating

     

    Characteristics
    • List of pre-defined numbers
    • Can collect the opinions of multiple users
    • Aggregation (mid-value) of all ratings is displayed as true value
    EC_numerical_rating  

    Implications to the system

    • Pre-definition prevents users from adding invalid options
    • Can be selected in radar, matrix, and board as visual indicators (e.g., segment, columns, swimlanes, axes, color, distance, halo, or donut).
    • Can be filtered from "more filters"
    • Individual ratings can be seen by clicking on the "person +  number" icon

    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.

    EC_numerical_rating_config

    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 Number

       

      Characteristics
      • List of a pre-defined range of numbers
      • Needs to be entered by one user
      • Can be set as mandatory
       

      Implications to the system

      • Pre-definition prevents users from adding invalid options
      • Can be selected in board and card settings as card labels
      • Cannot be filtered from "more filters"

      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.

      EC_number_config

      7️⃣ Date

       

      Characteristics
      • Option to choose a day from a calendar pop-up 
      • Can be set as required
      EC_date  

      Implications to the system

      • Cannot be filtered from "more filters"

       

      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.

      EC_date_config

        8️⃣ Hyperlinks

         

        Characteristics
        • Option to enter and save a single or multiple URLs in one group
        • Can be set as required
        EC_hyperlink  

        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.

          EC_hyperlink_config-1

          9️⃣ Rich Text

           

          Characteristics
          • Option to enter and style text
          EC_RTE

          To create a rich text field (RTE), navigate to the element configuration, property configuration, and the option to add a property [1]. Save it.

            🔟 User

             

            Characteristics
            • Select from the list of users in your workspace
            • Select one or multiple users
            EC_user

            Implications to the system

            • Can be filtered from "more filters"

            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,

              EC_user_config

              1️⃣1️⃣ Attachments

               

              Characteristics
              • Option upload one or multiple files to a content element
              • Allowed field types: 
              EC_attachements

              To create a numerical rating, navigate to the element configuration, property configuration, and the option to add a property [1]. Save it.

              EC_attachements_config

              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.