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Custom properties

Each object type in Feng Office has its set of properties (attributes or fields) predefined by the developers. These attributes cover the most common data you may want to fill in and store, however, sometimes you have specific needs and this is when custom properties come handy, making the system even more flexible.

Custom properties are searchable like standard properties and they can be used when creating and running reports.

Custom property types

There are actually two types of custom properties. We refer to them as specific custom properties and generic custom properties.

In the screenshot above, Company type is a specific custom property. As you can see it looks like any other property; the main difference to standard properties lays in the fact that it has not been programmed by a developer but configured by an administrator.

Under the specific custom property you can see two fields called Name and Value. This is a generic custom property, and it needs no configuration by an administrator. Every user can use this type of custom properties to store any information they like; depending on your perspective this freedom can be an advantage or disadvantage.

Specific custom properties

Advantages of specific custom properties

Specific custom properties will guide users when entering data, because they make clear what data is expected, and because they can restrict the data entered. This supports the user and improves the data quality. If you take the screenshot above for instance, every user will understand that he is expected to define the company type, that he has to make a choice between the existing values, and that he can select one, several or even none of these values.

As an administrator you should consider to define specific custom properties whenever there are properties that are common to a number of records in your database. If you use Feng Office to store your business partners and clients, it's probably a good idea to define the tax number as a custom property for companies because you will need it quite often. On the other hand you probably won't define a custom property for opening hours just because you have one or two restaurants in your database - here a generic custom property will do the job.

Defining specific custom properties

To define specific custom properties, go to the administration panel an click Custom Properties:

You then have to choose the object type you want to define a custom property for:

You will realize that nearly every object in Feng Office can have specific custom properties. You can even have custom properties for users and workspaces. The only exception from the rule are timeslots (see time module).

Specific custom properties look the same for all object types. The following example relates to companies, but you will have identical options for any other object type.

After clicking Add a custom property you get a form like in the screenshot above which offers the following options:

  • Name: The name of the custom property is shown as a label attached to the input field.

  • Type: Defines the data to be stored plus the input field to be displayed:
    • Text - standard input field that accepts any text
    • Numeric - standard input field that accepts numbers only (including decimal values)
    • Boolean - checkbox (yes/no)
    • List - dropdown menu or multiselect list (depending on the option Multiple values)
    • Date - input field for a date with date picker
    • Memo - text area
  • Values: Lets you enter the available values for a list.
  • Description: A short text that helps the user understand what the property is meant for. Is displayed next to the label (Name).
  • Default value: Defines the initial content of the input field. (If you set Required below it doesn't make much sense to define a default value.)
  • Required: If set the user must fill in this field (otherwise he can not save the record to the database).
  • Multiple values: If set the user can enter more than one value. Not available for custom properties of the Boolean type.
  • Visible by default: If set the custom property is immediately visible when you open the edit view (otherwise you have to click on Custom properties first to fold out this section).

Specific custom properties will be displayed in the order you define. To change the order, simply use the arrow buttons on the right:

Generic custom properties

Generic custom properties consist of name/value pairs. Their use is quite obvious, so there's not much to say about it.

Since Feng Office 1.2 you can have an unlimited number of generic custom properties.1) To add a new name/value pair, simply click Add a custom property. To remove a name/value pair, use the delete button on the right.

Displaying and editing custom property values

Data in custom property fields is accessible in the detail view and the edit view, but not in the list view. As described above, you have the option to define for each specific custom property whether or not it should be instantly visible when you open the edit view.

As an exception to the rule custom properties of workspaces are shown in the dashboard as well:

Discussion

PLEASE NOTE: Comments to the wiki should only contain suggestions and questions that help us to improve the manual (and not the software). These comments will be deleted as soon as the information has been integrated into the manual.

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nea, 2009-08-06 06:55

Hi

In the near future ¿can custom properties assign to workspaces?.

Thanks, bye

Martin Sauter, 2009-12-07 04:02

Please see this discussion in our forum: http://forums.opengoo.org/index.php?topic=1648.0

Craig Gunderson, 2009-09-15 16:45

It would be great if there was a checkbox option to make the Custom Property appear in the “Order By…” or “Group By…” drop-downs when viewing lists of tasks.

We were thinking about adding a numeric property called “Task Order” which could effectively be like a task's “weight”. That way you could build list of tasks that appear in the order you specify they should be executed in.

Chantelle, 2009-09-24 05:45

Can a report be devised on the progress of a milestone?

N Hansen, 2009-10-13 05:16

It says above, “Data in custom property fields is accessible only in the edit view, not in the detail view or list view.” I see the custom property data in the detail view (which seems to be correct behavior). Shouldn't the above text be changed to reflect that?

Martin Sauter, 2009-12-07 04:03

You are right - this has been changed in one of the most recent versions of OpenGoo. We have corrected this in the manual now. Thanks!

Vignesh Jagadeesh, 2011-01-05 09:20

Is there any option to allow only the administrator to edit the custom properties?

Francisco Ponce de León, 2011-01-05 09:49

I am afraid that right now that feature is not available, but if you happen to get someone to develop it or if you would like to help sponsoring it (you may do this contacting sales@fengoffice.com), we would be happy to add it in our next release.

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custom_properties.txt · Last modified: 2014-05-22 12:52 by franponce87
 
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