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.
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
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 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.
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 People, but you will have identical options for any other object type.
Add a custom property you get a form like in the screenshot above which offers the following options:
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
Date- input field for a date with date picker
Memo- text area
Requiredbelow it doesn't make much sense to define a default value.)
Custom propertiesfirst 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 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.
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:
NOTE: This plugin is a Professional Edition Feature.
With Feng Office, you also have the option of configuring custom properties for dimensions (Clients, Folders, Projects, Tags, Workspaces)
The steps described below will expand on how they work:
1- Go to “Settings” and then click on “Dimension Custom Properties”
2- Select the dimension member type for which you want to configure your custom properties
3- Add a name to the property, select which type of property you wish to set and complete the rest of the fields accordingly.
In this example, we have added a custom property named “Comments” to the member type “Workspace”.
As a result, when we add or edit a workspace, when we click on the Custom Properties tab, we will see the following option:
After adding the comments desired and saving the changes, when going to the overview tab of the added workspace, we will see something like this:
Another option you have is to select “Visible by default” when setting the custom property from the “Dimension Custom Properties” configuration:
As a result, this time the Custom Properties will not be configurable from the “Custom Properties” tab of the workspace but from the “Details” tab: