Property sets

This is as the name says, an option where you can create sets of several Enterprise Properties and handle the set instead of each individual property.

A list of useful Property Sets can already be in place, sorted after Type, for example:

../../../../_images/property-sets-v7.png

Creating a new property set

To create a new Property Set, do the following:

  1. Click the plus.

../../../../_images/property-set-click-plus-v7.png

Use the following settings:

../../../../_images/property-set-settings-v7.png
  1. Add a Title for the Property Set. You can add a title in all langauges active in the tenant. Default language is mandatory.

  2. Change category if needed.

  3. Open the list and select a Property.

  4. Click “Add”.

  5. Set additional settings for the Property, if required, by clicking the pen:

../../../../_images/property-set-clickpen-v7.png

Here’s an example of the settings that can be available:

../../../../_images/property-set-add-additional-v7.png

Available settings depend on type of property. Here’s some common examples:

  • Required: If this Property must be filled in, select this option.

  • Allow multiple values: If it should be possible to select more than one value in this field, select this option. Available for applicable fields only.

  • Limit Level: For a property that can contain several levels - for example Country, City, Office etc - you can limit the levels to choose from here.

  1. Continue the same way until you have added all the properties for the set. (Click the dustbin to remove a property if needed).

  2. To change the order, use the icon to the far right, and drag and drop.

../../../../_images/property-set-add-drag-v7.png
  1. When you’re finished, click “Save”.

Edit or delete a property set

To edit a Property Set, click the pen. To delete a Property Set, click the dust bin.

../../../../_images/property-set-edit-list-v7.png

Note that a deleted Property Set is not deleted right away. It is placed in the Property Recycle Bin. For more information see: Property Recycle Bin

When you edit a Property Set, something like the following can be shown:

../../../../_images/property-sets-edit-v7.png

The settings are used the same way as when creating a new set, see above.