Template Properties

Template Properties are essential for defining categorical or “meta-data” linked to your templates. They consist of concise pairs of data labels, such as “Start Date,” accompanied by corresponding input fields, such as “20-Dec-23.”
When project users utilise your templates to create forms, they gain access to these properties in the ProjectDeck Grids on the Project Pages. This makes Template Properties a powerful tool for searching, filtering, sorting, and grouping information.
You can employ properties in one of two primary ways:
- Primary Use: As a Lifecycle Admin designing a template, you can leave the properties input field blank. This empowers your project users to input data into the field when they create a form using this template.
- Secondary Use: As a Lifecycle Admin designing a template, you can populate the properties input field yourself. This ensures that every form generated from your template includes this predetermined data. This is particularly valuable if you intend to assign a permanent category to every form using this template, such as “Department: Commercial”.
You can access template properties from the “Properties” tab within the ProjectDeck Template Designer.
The image below displays all available properties that can be incorporated into your template designs.
Now, let’s explore each property type and how you can configure them.
Text Property
To create a Text Property:
- Click on the Add Property button (1) and select Text from the list (2). This opens the text property configurator.
- In the “Text” field, enter the data label you wish to associate with this property (3).
- Click away from the property control to confirm your configuration. Alternatively, click Remove Property to cancel the action or remove a previously added property.
Number Property
To create a Number Property:
- Click on the Add Property button (1) and select Number from the list (2). This opens the number property configurator.
- Choose the type of number you want to use from the options: Number, Percentage, or Currency (3).
- In the “Number” field, enter the data label you want to associate with this property (4)
- Click away from the property control to confirm your configuration. Alternatively, click Remove Property to cancel the action or remove a previously added property.
Single Select Property
To create a Single Select Property:
- Click on the Add Property button (1) and select Single Select from the list (2). This opens the single select property configurator.
- In the “Single Select” field, enter the data label you want to associate with this property (3).
- Clicking the + icon (4) will add a response option for your project users to choose from. Enter your response option text in the “Type a new option” field. Repeat this process for each response option.
- Click away from the property control to confirm your configuration. Alternatively, click Remove Property to cancel the action or remove a previously added property.
Multi-Select Property
To create a Multi-Select Property:
- Click on the Add Property button (1) and select Multi-select from the list (2). This opens the multi-select property configurator.
- In the “Multi-select” field, enter the data label you want to associate with this property (3).
- Clicking the + icon (4) will add a response option for your project users to choose from. Enter your response option text in the “Type a new option” field. Repeat this process for each response option.
- Click away from the property control to confirm your configuration. Alternatively, click Remove Property to cancel the process or remove a previously added property.
Date Property
To create a Date Property:
- Click on the Add Property button (1) and select Date from the list (2). This opens the date property configurator.
- In the “Date” field, enter the data label you want to associate with this property (3).
- Toggle Select Range if you want your date property to encompass two dates, creating a date range (4).
- Toggle Include Time if you want your date property to include both date and time (5).
- Click away from the property control to confirm your configuration. Alternatively, click Remove Property to cancel the action or remove a previously added property.
Person Property
To create a Person Property:
- Click on the Add Property button (1) and select Person from the list (2). This opens the person property configurator.
- In the “Person” field, enter the data label you want to associate with this property (3).
- Click away from the property control to confirm your configuration. Alternatively, click Remove Property to cancel the process or remove a previously added property.
URL Property
To create a URL Property:
- Click on the Add Property button (1) and select URL from the list (2). This opens the URL property configurator.
- In the “URL” field, enter the data label you want to associate with this property (3).
- Click away from the property control to confirm your configuration. Alternatively, click Remove Property to cancel the process or remove a previously added property.