Property Manager

The Manager screen lists all properties in a selected dataset

From the Property Manager it is possible to:

• View a list of properties in dataset
• Add a Property
• Edit a Property
• Edit the Number format of a property
• Edit the Number Buckets of a property
• Duplicate Property
• Delete a Property
• Reorder Properties
• Tag a property
• Create Expression Properties
• Create Lookup Properties
• Create a Master Sub Tenant Lookup
• Create an Expression Lookup

To access the Property Manager screen either:

• Select the dataset on the Dataset List or Links Dataset List, then open the menu and select Manage Properties
• From the Dataset Metadata screen of the dataset, select Manage Properties

Once opened the Property Manager shows all the properties present in the dataset containing :

1. Property Name
2. Property Type
3. Property Required Asterisk
4. Auto ID icon
5. Parent ID icon
6. Label Property icon
7. Lookup Property icon
8. Expression Property icon
9. Search Property box
10. Filter Properties button
11. Sort Properties button
12. Reorder Properties button

Add Property

It is possible to add a property to an existing dataset from the Property Manager screen

To do this:

1. Select the Add Property button
2. This will add a new property into the property list
3. Enter Display Name*
4. Amend Property Key from generated value if required*
5. Select Property Type*
6. Enter text to describe the property if required
7. Enter Alternative Keys if required
8. Enter Tags if required
9. Select Save to save the new property

*Mandatory field

If Number, Date or Boolean Property types are selected in 5' then additional selections can be made to format the Property

Edit Property

Existing properties may be edited by selecting the required property on the property manager

This will open the Edit Properties Window containing for the selected property with three tabs

• A. Property
• B. Values
• C. Permissions

Multi Select Properties

When editing properties it is possible to select multiple properties to edit at the same time

This can be useful to save time when adding the same Tag to several properties or editing the Number Format or Date Format for several properties together

To select multiple properties to edit CTRL + Select (CMD + Select on Mac) the required properties

To select a range of properties:

1. Select the first property in the range
2. Shift + Select the last property in the range
3. All properties in range will be selected

The two methods of multi selecting properties may be combined so that a range of are selected using the Shift + Select method with additional properties selected or unselected using CTRL + Select

Duplicate Property

It is possible to duplicate another Property within your dataset and this may often be easier than adding a Property, if formats & details are similar

Existing properties may be duplicated by selecting the Duplicate icon for the required property on the Property Manager window

This will open the edit details side panel for the duplicated Property where you can enter or edit the following details:

1. Display Name: This will default to Duplicated Property name - (copy)1 but can be amended
2. Key will default to Duplicated Property name_copy1 but can be amended
3. Property Type
4. Description
5. Alternative Keys
6. Property tags
7. Values
8. Permissions Tab

Delete Property

To delete a Property select the Delete button for the required property on the Property Manager window

Confirm that you wish to delete the Property by selecting Yes on the confirmation message that is displayed

Filter Properties

When using the Property Manager it is possible to filter the displayed properties by:

1. Selecting the Filter icon
2. Selecting the category to apply the filter to the property list displayed

Select from:

• Text
• Number
• Boolean
• Date
• Image
• Expression
• Lookup
• Required

Sort Properties

Properties within the Property Manager window can be sorted using the Sort button

Selecting the Sort button will cycle through the available sort options

Default > A-Z > Z-A > Default

Reorder Properties

Properties will appear on the Property Manager screen in the order that they appeared on the source file

If you have expression properties in your dataset they will calculate in the order they appear in the Property Manager

The Property order will also be reflected when adding a node or downloading a dataset

To change the order of properties use the 6 dots icon to drag and drop the properties to the desired Property order

Search Properties

Properties may be searched for by entering the string into the search box

Properties matching the search string will be displayed as the search is entered

Property Tab

The property tab contains the following fields:

1. Display Name*
2. Key* (Non-amendable)
3. Type*
4. Description
5. Alternative Keys
6. Tags – free text field to enter any Property tags. See Tags and Property Tags for more details

*Required field

Alternative Property Keys

An alternative property key or property alias allows the addition of a second property key for use in Gizmo Expressions this is often useful if the property key contains more than one word to make writing expressions simpler

In addition, alternative property keys will be automatically assigned to some properties when the dataset is used with a Template Pack

Property Tags

Property tags are available to provide specific functions within Orgvue or free text tags may be used to sort or categorize properties

To tag a property enter the required Tag and then Save

Values Tab

Choose how values are populated and displayed

The value tab contains:

1. Expression
2. Input Options * Text properties only
3. Required Property
4. Display Formatting : Values
5. Buckets * Number properties only

Input Options

The inputs options are displayed if the Provide users with a set of values checkbox is selected

It provides the ability to choose where Orgvue should provide input values from

Either:

• A. State what values users can enter by entering values into the Drop-down list box and pressing Enter for each option to include a line break
• B. Provide values from a Lookup Dataset(Manual)
• C. Provide values from a Lookup Dataset(Auto)

Required Property

Selecting the Required checkbox will mark the property as a required one when creating new nodes

Values

The values section details how the property will be displayed

Text Format

For Text type properties it is possible to set the format to be displayed within Orgvue as either

1. Single-line Text
2. Multi-line Text

Date Format

For Date type properties there are multiple options to set how the date will be displayed in Orgvue within charts, filters and paging

Worksheet cells will always display as either dd MMM yyyy or MMM dd yyyy depending on the Language Options selected

The table below provides the output shown in Workspace for each date format option for both Language Options

Each example is based on the input date Wednesday 12 October 2022

Format	Output English (UK)	Output English (US)
Day(dd)	12	12
Day (E)	Wed	Wed
Day (EEEE)	Wednesday	Wednesday
Month (MM)	10	10
Month (MMM)	Oct	Oct
Month (MMMM)	October	October
Year (yy)	22	22
Year (yyyy)	2022	2022
Month Year (MMM-yy)	Oct-22	Oct-22
Date (Short)	12/10/22	10/12/22
Date (dd MMM yyyy)	12 Oct 2022	Oct 12, 2022
Date (dd MMMM yyyy)	12 October 2022	October 12, 2022

Boolean Format

For Boolean type properties there are 3 display options

1. 1 /0
2. True / False
3. Yes / No

Number Format

For Number type properties it is possible to set the format for the number to be displayed within Orgvue by

1. Select Values within Display Formatting
2. Format: Use the Dropdown list to select required number format
3. Places: Used in conjunction with format to define the number of decimal places displayed

info

Places only applies to displayed values any decimal places will still be shown in Gizmo expressions

Number Buckets

Number buckets define how data will be grouped when viewed on filter panels and visualizations

Choose from

• A. Based on matching values
• B. Buckets with equal amounts of nodes. Select the number of buckets
• C. Create your own buckets. Define buckets parameters

Permissions Tab

The permissions tab allows the setting of what role groups can access this property and how they can interact with it

There are 4 levels of permissions that may be applied to properties

1. Hidden: Cant see the property
2. Read Only: Can see the values
3. Update: Can edit the values
4. Modify: Can edit the settings

Permissions are applied by entering a role group into the permission level box

See Property Permissions for more details

View all properties

Selecting the View all properties option from the Dataset Metadata screen will present a list of all properties in selected dataset containing

1. Property Display Name
2. Property Key
3. Property Type
4. Property Tags
5. Property Aliases (Alternative Property Keys)
6. Property Required indicator