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

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

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

Note: 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

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

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

Expression Properties

When adding new properties or editing existing properties, it is possible to include expressions to create calculated properties to populate values

This may range from simple mathematical calculations that add two properties together to provide a sum, through to more complex logic based transformations of data

Expressions in Orgvue are written in Gizmo. It is a scripting language that has its roots in JavaScript but has been added to and modified by the Orgvue development team

For further detail on Gizmo expressions see the Gizmo Cookbook

To populate property values using an expression, first follow the steps to either Add a New Property or Edit an existing property

1. Select the Values Tab
2. Select the Populate values using an expression checkbox
3. Enter the Gizmo Expression into the expression window
4. Select the required Property expression mode
5. Select the required Property evaluation mode
6. Select Save

Property Expression Mode

The expression mode determines when a Gizmo expression will be run for the property value for a node

Property Evaluation Mode

The Evaluation mode determines how the expression will work

Expression and Evaluation mode relationship

The selection made for Expression and Evaluation modes work together to provide different outcomes

This table describes the relationship between the various options

Run On Demand Expression on Save

An alternative to running on demand expressions manually is to enable the calculation to run every time the dataset is saved

This option can be enabled within the Property Manager by:

1. Select the required property
2. Select the Values tab
3. Enter the expression to be calculated
4. Select the calculation to run On-Demand
5. Select which roles will run the On-Demand calculation on saving the dataset
   • a. Admins
   • b. Users

With these options selected when the dataset is saved the On-Demand calculation will run automatically and update the values contained within it

Lookup Properties

New or existing properties may be linked to lookup datasets that have either:

• A. Loaded into your tenant with the dataset type set to Lookup
• B. Tagged lookup on the Dataset Metadata screen

Lookups allow you to reference a central source of data that may change on a regular basis without having to change all the datasets using the lookup data

A common example would be an exchange rate table to provide currency conversion rates to all salaries entered in local currency, based on the currency Property

If a new Property is being added to link to a lookup, follow the steps in Add Property to complete the mandatory fields on the General tab first

To set a Property to reference a lookup table:

1. Select the property to be looked up from on the Property Manager window (Lookup is only available for Text properties)
2. Select the Values tab on the Property Manager window
3. Then select Provide users with a list of set values checkbox
4. Select Provide values from a Lookup Dataset (Manual) checkbox
5. Optional: Select Stop users from entering any other values to prevent new values being entered for properties if required
6. Optional: Select Sort values alphabetically if required
7. Select required dataset from list
8. Select Save to complete the Lookup

The properties in the lookup dataset will then be available in workspace for use in gizmo expressions and will appear in Property selection panels in the format Property:lookup Property

To view a video showing how to upload a lookup table click the thumbnail to open the video in a new browser tab

Auto Lookup Properties

If the Lookup dataset has been saved with the same name as the property key being looked up from, then it is also possible to use the Lookup Dataset (Auto) option by:

1. Select the Values tab on the Property Manager window
2. Then select Provide users with a list of set values checkbox
3. Select Provide values from a Lookup Dataset (Auto) checkbox
4. The target dataset will be confirmed if a match is found (property key matches are case sensitive)
5. Select Save to complete the Lookup

Using this option will not populate the properties from lookup dataset into workspace or provide dropdown selection options when editing property values, but they may still be referenced via Gizmo Expressions using the syntax

node.lookup("lookupproperty").lookedup-property

e.g.

node.lookup("location").currency

Master and Sub Tenant Lookup

Users with a master sub-tenant setup can create lookups in a master tenant, which will then be available to be applied to any dataset in a sub-tenant

For a dataset to be available as a lookup in a sub-tenant, one of the following options must be applied in the master tenant

• A. Created in Master tenant with the dataset type set to Lookup
• B. Tagged lookup on the Dataset Metadata screen

The lookup will become available to users in the sub-tenant when it is tagged as view:guest in the master tenant

Note: If an admin has access to both the master and sub-tenant, they will have access to the lookup regardless of any tags

Within the lookup dropdown, users will be able to identify a lookup from a master tenant as an option with an information icon next to it

Expression Lookups

An expression lookup allows you to define what options are available when updating a Text Property value by providing users with a set of values

This may be useful to limit inputs to a Property value to ensure data cleanliness

An example of this may be to limit the locations available to select, to only London, New York & Paris

This can be done for existing or new properties

To apply an expression lookup to a new Property first follow the steps in Add Property

For new, or existing properties:

1. Select the Values tab on the Edit Property window
2. Then select Provide users with a list of set values checkbox
3. Select State what users can enter checkbox
4. The list of permitted values should be entered into the Drop-down list box and pressing Enter for each option to include a line break
5. If required this list of values may be pasted from the clipboard using the Paste option
6. The Stop users from entering any other values checkbox is used if only the options in the Drop-down list are permitted for entry If the checkbox is not selected then the lookup values will be available in the dropdown to select from, but other values may be entered too
7. Select Save to complete the Lookup

Note: The order in which values are entered into the expression will also define their order as Property buckets in any visualizations

Any Property with a lookup expression will show the lookup icon on the data panel when selected

Dependant Lookups

The dependant lookups feature enables the creation of dropdown selection boxes where the options presented in the dropdown are based on the option selected in another dropdown

An example application could be a location table with countries, states or counties, cities and currencies

Selecting a country from the first dropdown would the restrict the cities presented in the next dropdown to only those in the selected country

See Dependant Lookup in the Workspace User Guide for further details