Configuring How a Viewpoint Displays Properties

You can configure the properties displayed in a viewpoint and their labels, whether users can edit the properties, and whether the properties are required in the viewpoint.

Tip:

These configurations apply to a specific viewpoint. For example, a property can be displayed with its original name in one viewpoint and with a different label in another viewpoint.

For more information, see Working with Properties.

To configure a viewpoint's properties:

  1. Open the View Inspector for the viewpoint:
    1. Click Views, in the Actions column for the view, click Browse button, and then select Inspect.
    2. Select Definition and in the Name & Description column, click the link for the viewpoint.
  2. To specify the properties displayed in the viewpoint and whether they are editable or required:
    1. Select the Definition tab.
      The Editable Properties section lists the properties displayed by the viewpoint and indicates whether those properties are editable. If the viewpoint contains multiple node types, the first node type's properties are displayed.

      Note that in some circumstances, a property may be read-only but the clear option for the property is still available.

      Property Editable Scenario Property in UI Updates Clear option in UI File Request Updates File Request Clears

      If Property Editable (viewpoint) is False

      Read only

      Not Available

      Skipped

      Skipped

      If Property Editable (viewpoint) is True and Property Editable (application override) is False

      Read only

      Available

      Skipped

      Valid

      If Property Editable (viewpoint) is True and Property Editable (node type override) is False

      Validation error

      Available

      Validation Error

      Valid

    2. If the viewpoint contains multiple node types, select the node type that contains the property.
    3. Click Edit.
    4. To specify whether a property is editable in the viewpoint, use the check box in the Editable column.
    5. To specify whether or not the property is required in the viewpoint, use the check box in the Required column.

      Note:

      You can also specify that the property is required by inspecting the node type (see Adding, Removing, and Configuring a Node Type's Properties). If a property is required at the node type level, you cannot clear that status at the viewpoint level.
    6. To specify which properties are displayed:
      1. Click Manage.

        A dialog box displays. The Selected column shows the properties currently displayed in the viewpoint. The second column displays all the viewpoint's properties, with check marks next to the properties displayed in the viewpoint.

      2. To display a property that is currently not displayed, select it.

        A check mark is displayed next to the property name.

      3. To stop a property from being displayed, select it.

        The check mark is removed from the property name.

    7. Click Save.
  3. To configure how the viewpoint displays properties:
    1. On the Properties tab, click Edit.
    2. Optional: Click Sort by sort by button to perform a one time sort of the property list alphanumerically by either Label or Namespace and Name.
    3. To display a label for a property: Edit the property's text box in the Label column.

      Note:

      Viewpoint labels must be unique for each property in a viewpoint.

      See Reserved Column Names for a list of labels that cannot be used for properties in a viewpoint.

      In the following example, the viewpoint will display Intercompany as a label for the Custom.Is ICP property.
      Intercompany is the value in the Label text box for the Custom.Is ICP property.
    4. To change a property description: Edit the property's text box in the Description column.
    5. To add the property to one or more property groups: Click in the Property Groups column for that property and either select an existing property group or enter the name of a new property group to add the property to.

      The new property group is added to the view and can be managed in the view inspector. See Creating, Editing, and Deleting Property Groups

      Note:

      A property can belong to more than one group.

    6. To specify that a property should be displayed as a column in the viewpoint: Select the As Column check box for that property.
      You can select up to 10 properties to display. The name property is required to be selected and counts as one of the 10 properties.
    7. To add the property to the Locations tab of the property pane: Select the Locations Tab checkbox. See Configuring Locations Tab Properties.
    8. To specify the order in which properties are displayed in the viewpoint (or to restore a property's original name or description): Use the commands on the menu that displays when you place the cursor in the property's row and click Browse button. See Changing the Order of Displayed Properties.

      Note:

      If you change the display order for properties that you are displaying as columns, the display order for the columns and the properties panel are affected.
    9. When you are done configuring properties, click Save.
      The Label and Description columns become read-only.