Add or Remove User-Defined Properties

A user-defined property (UDP) can be added or removed from a file, folder, item, change order, or custom object.

Note: As of Vault 2015 R2, you can also add or remove a UDP from a Reference Designator or a Bill of Materials.

You must have administrative access to perform these tasks. The steps below apply to all 3 entity types.

Add or Remove a Property

1. In the Vault client, select one or more vault objects of the same entity type.
   Note: The Add or Remove Property command is only available on one entity at a time. The menu item will not be available when selecting more than one entity type in a selection. For example, if you want to add a property to both files and folders, you must do the files first and then the folders.
2. Click Actions  Add or Remove Property.
3. In the Add or Remove Property dialog box, select the property from the Property list.
4. From the Action value of the property select Add or Remove from the drop-down list.
   • Add. The property is added to the selected object using the default value. If the property is already assigned to the selected object, no action is taken.
   • Remove. The property is removed from the selected object or objects. If the property is not assigned to the selected object(s), no action is taken.
   Note: If any restrictions occur with a selected object, the property is neither added nor removed and an error message is displayed.
5. Click OK.

Note: If a property is assigned by means of a category, it cannot be removed from a file. Removing the association to the category will allow you to remove the property.