Custom scenario properties
This feature is available to Enterprise customers.
To help organize and sort , you can use custom properties to add customizable metadata. The properties you create appear on the detail page and also in sortable columns in a table view of your . You can add as many custom properties as you like and edit which properties appear in your table view.
All organization members can view and use custom properties. This includes using custom properties to filter the table view of .
For all properties, you can define the following:
- Name - a descriptive name used as a unique identifier that only appears when you manage your custom properties.
- Label - the name visible on the table view and detail page.
- Hint text - a short message you add to help your organization members use your custom property.
- Field type - the property type. For example, dropdown or boolean.
- Required - select Yes to make a property mandatory to include when applying custom properties to a .
Custom properties support the following field types:
- Short text - up to 200 characters; useful for email addresses, and URLs.
- Long text - up to 1,000 characters; supports multiple lines.
- Number - supports integers.
- Boolean - a yes/no value that appears as radio buttons.
- Dropdown - a list of items where users can select only one.
- Multichoice - a list of items where users can select multiple values.
Your organization dashboard has a Scenario properties tab where you can create and manage your custom properties.
In the left sidebar, click Organization.
Click the Scenario properties tab.
Click Add property.
In the Add custom property dialog, enter and select your information for each field. Click Save to create your custom property.
Your custom property appears on the list on the Scenario properties tab.
Only organization owners and admins can create and manage custom properties.
All organization members can:
- Apply and edit custom properties to Make.
- Use custom properties to filter and sort the Make list.
In the left sidebar, click Scenarios.
Click the down arror icon next to the whose custom properties you want to edit.
Select Edit custom properties.
In the dialog box, edit your scenario properties
Click Save.
You can also apply and edit custom properties from the detail page.
In the left sidebar, click Scenarios.
Click the toggle to enter Table view.
Click the icon to the right of the Table view toggle.
In the dialog box, select the properties you want to see in the table.
Click Apply.
By default, are sorted by their names in alphabetical order, with active at the top of the list. However, it is possible to change the sorting in both the List and Table views.
From the List view:
In the left sidebar, click Scenarios.
Click the Sort by button.
Select a sorting option. You can sort by their name or creation date.
From the Table view:
In the left sidebar, click Scenarios.
Click the toggle to enter Table view.
Click the title header of a column to sort the list by that property. Click again to see a descending order list.
You can edit or delete your custom properties from the Scenario properties tab of your organization dashboard.
In the left sidebar, click Organization.
Click the Scenario properties tab.
Find the custom property you want to edit and click Edit.
In the dialog box, change the information as needed.
Click Save.
A confirmation message appears at the bottom of the screen and your changes appear in the table.
In the left sidebar, click Organization.
Click the Scenario properties tab.
Find the custom property you want to delete and click the down arrow icon.
Click Delete.
The property disappears from the table.