BlueCielo Meridian Project Portal 2012 Configuration Guide | BlueCielo ECM Solutions

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Creating, editing, and deleting custom property sets

You use property sets to group related properties together. The groups help to organize the custom properties but also determine how they appear on property pages. After you create a property set, you can create the properties within it.

To create a property set:

  1. In the Settings view, expand the name of the workspace in which you want to create the property set and click Custom properties. A page listing the existing custom property sets appears.
  1. In the Custom properties section header, click New. A page showing the available property set options appears.
  2. Click options or type values using the descriptions in the following table.
Custom property options
Option Description

Code

Type a unique code to identify the property. The property set list shows the code in parentheses after the property set name. This code is used to sort the property set on the property pages. For example, a custom property set with the code 100 is displayed before a set with the code 200.

Name

Type a name for the property set as you want it to appear as the section header on property pages.

NEW  

Description

Type a description of the new property.

Default for all documents

Adds the property set to all document types. To apply the property set to only specific document types, see Adding and removing custom document properties.

Default for all folders

Adds the property set to all folder types. To apply the property set to only specific document types, see Adding and removing custom folder properties.

Default for all workspaces

Adds the property set to all workspaces. To add custom properties to specific workspaces, see Selecting custom workspace properties.
  1. To save the property set without creating definitions, click Create. The page listing the existing property sets reappears with the new property set added.

OR

  1. To save the property set and proceed to create property definitions, click Create and edit fields. A page showing the available property definition options appears.
  2. Continue by adding property definitions as described in Creating, editing, and deleting custom property definitions.

To edit the settings of an existing property set:

  1. In the Settings view, expand the name of the workspace in which you want to create the property set and click Custom properties. A page listing the existing custom property sets appears.
  1. Select the property set that you want to edit and then click Edit settings. A page showing the property set's current options appears.
  2. Select or type options using the descriptions in the preceding table.
  3. Click Save. The page listing the existing property sets reappears.

To edit the property definitions of an existing property set:

  1. In the Settings view, expand the name of the workspace in which you want to create the property set and click Custom properties. A page listing the existing custom property sets appears.
  1. Select the property set that you want to edit and then click Edit fields. A page showing the property set's current property definitions appears.
  2. Continue as described in Creating, editing, and deleting custom property definitions.

To delete an existing property set:

Warning    Do not delete custom property sets or property definitions if any objects exist in the workspace that use them. If you delete a property set from the workspace while the workspace is still active, all existing values for the property set and its properties are removed from the workspace.

  1. In the Settings view, expand the name of the workspace in which you want to create the property set and click Custom properties. A page listing the existing custom property sets appears.
  1. Select the property set that you want to remove and then click Delete. A confirmation page appears.
  2. Click Yes, delete custom properties. The page listing the existing property sets appears with the selected property set removed.

Related concepts

About custom properties

Related tasks

Creating, editing, and deleting custom property definitions

Moving and copying property definitions

Adding and removing custom folder properties

Adding and removing custom document properties


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