Accruent Meridian Enterprise 2020 Configuration Guide

Create And Edit Custom Property Sets

Creating a custom property set adds a property group to a vault’s configuration to which you can add individual custom properties. Every Meridian vault includes a property set named Custom that you can use to contain your custom properties. This property set meets the configuration needs of most organizations. For more advanced configuration requirements, such as to group many custom properties into logical sets, you may want to create one or more custom property sets.

Note:

Create a distinct property set for each object type for which you will create custom properties. For example, create a folder type property set for your custom properties that pertain only to folders. This makes it easier to distinguish them from properties used for document types or other objects.

Important!

Deleting a property set makes the property set and all of its existing data unavailable in the vault’s history. Only delete a property set that you know will never be needed again. To retain a property set for vault history but make it unavailable for future documents, clear the property set for all objects on the Applies to page, but do not delete the property set.

To create a new property set:

  1. On the Edit menu, click New Property Set. A new property set appears in the configuration tree and empty property pages appear in the right pane.
  2. Type a name for the new property set in Display Name on the General page. A default internal name is calculated in Name. Accept the default value of Name.
  3. Click the Applies To tab. A list of the existing document and folder types appears in the right pane.

  4. Select the check box next to each document type or folder type to which the property set will be applied.

    Assigning a property set to a folder type does not make the properties available immediately for searches like assigning a property set to a document type does. You must also assign the property set elsewhere in the configuration, for example, by adding one of the properties to a column layout as described in Configure Column Layouts or to a property page as described in Configure the Property Type Of a Panel Element.

  5. Select the Can be used in Field-Path definition option if you intend to use properties in this property set in levels of the Field-Path definition.

    Note:

    You can use custom properties in the Field-Path definition only if the Can be used in Field-Path definition option is enabled and the properties used meet the following requirements:

    • String data type
    • Asyncversioned effectivity
    Custom properties used in the Field-Path definition should not be applied to folder types. Otherwise, the property is read-only when the Field-Path definition is calculated during the creation of folders.
  6. Click OK to save your changes.

To edit a property set:

  1. Expand Property Sets in the configuration tree to display the existing property sets.
  2. Select the property set in the configuration tree and click the Edit button to modify its property pages.
  3. Click OK to save your changes.

To delete a property set:

  1. Select the property set in the configuration tree and click the Applies to tab. The document types and folder types to which the property set are applied appear.
  2. Click the Edit button, clear the check box for each object type, and click OK.
  3. On the Edit menu, select Delete.

You may now add properties to the new property set, as described in Create And Edit Custom Properties.

 

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