Create a User-Defined property

Create new user-defined properties (UDP) to help customize property mapping and write back preferences.

You must have administrative access to perform these tasks.

1. Click Tools > Administration > Vault Settings.

2. On the Vault Settings dialog box Behaviors tab, click Properties.

3. In the property Definitions dialog box, click New.

4. In the New property dialog box, enter a name.

5. In the Type list, select the property type.

6. Assign the UDP to one or more categories by selecting the category check boxes in the Associations drop-down list. Categories can be pre-selected in this list based on the filter previously selected in the property Definitions dialog box. You can select or clear categories as needed.

   When a UDP is created, it does not have to be associated with any categories. However, if a new UDP is not associated with any categories, it will not appear in the properties grid for that entity.

   Important: A property will only appear with an entity (file, folder, custom object, item, change order) when the property is either in the same category or manually associated. To manually associate a property with a category, see Add or Remove property.

On the Settings tab, some property settings are populated with values determined by the Name and Type entries from the previous steps.

Define List Values

On the Settings tab, select the Initial Value row. Depending on the type of the property, the cell on the right becomes a modifiable field, a drop-down list with existing values, or a drop-down list with values you can add.

1. Perform one of these tasks:

   • If the property is type text, enter a value and proceed to the last step.
   • If the property is type boolean or date, select the appropriate value and proceed to the last step.
   • If the field is a drop-down list for which you can create values, Click (...) and proceed to the next step.

2. In the List property dialog pane, click in the List Values list enter a name for the new value. Continue to add values to complete the list.

3. Do any of the following:

   • Select a value in the list, and then select Set as Default. If you do not select a default list value, the last value entered becomes the default value.
   • Click Add, leave the Value blank, and then click Set as Default to begin the list with a blank value. The end user will then have the option of selecting nothing from the list.
   • Insert a new value anywhere in the list. Select a value and, then click Add to insert a blank value row above the selected value. Enter a name for the value.
   • Insert a new value anywhere in the list. Select a value and click Add to insert a blank value row above the selected value. Enter a name for the value.
   • Select a value and click Remove to remove the value from the list.
   • Select a value and click Move Up or Move Down as needed to arrange the order of the values in the list.

4. Click OK to close the List property dialog box and return to the New property dialog box.

5. Click OK on the New (Property) dialog.