3️⃣ See the different Property Types and how to use them to structure your content

Properties are the traits of an element type that can be used to classify, structure, visualize, and compare content. Learn more about the different options at hand.

When you define your custom element types or simply want to know what options you have to classify, structure, visualize, and compare content, you need to know the difference between the different existent property types:

If you are interested in creating your custom properties or changing them, please read this article: Structuring Content via Element Types: The Element Configuration (EC)

1️⃣ Dropdowns

Characteristics List of pre-defined values Single-select or multi-select option Needs to be entered by one user Can be set as mandatory
Implications to the system Pre-definition prevents users from adding invalid options Can be selected in radar, matrix, and board as visual indicators if single-select (e.g., segment, columns, swimlanes, axes, color, distance, halo, or donut). Can be filtered from "more filters"

To create a dropdown, navigate to the element configuration, property configuration, and the option to add a property. Give your dropdown field a name [1]. If you want to allow the selection of multiple values, check the multiple values checkbox. Note that this cannot be changed for the respective property at a later stage (would require the creation of a new property, [2].

You can set the property type as required information for elements. This information then needs to be added before the element can be created. To do so, check the Required checkbox. Note that a Required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the Required constraint. [3]. Under Label, provide the options one by one to create the list. Click on Add New Option to enter more options. [4] Once you are happy with the way it looks, hit Save.

2️⃣ Steps

Characteristics List of pre-defined values Single-select option Needs to be entered by one user	Can be set as mandatory You can also provide a color for each of the values
Implications to the system Pre-definition prevents users from adding invalid options Can be selected in radar, matrix, and board as visual indicators (e.g., segment, columns, swimlanes, axes, color, distance, halo, or donut). Can be filtered from "more filters"

To create a step field, navigate to the element configuration, property configuration, and the option to add a property. Give your step field a name [1]. You can set the property type as required. This information needs to be added before any content element can be created. To do so, check the required checkbox. Note that a required property cannot be introduced after an element type is configured initially. Add as many options as you like and select some nice colors for each of them [3]. Once done, click on Save.

3️⃣ Hierarchical Dropdown

Characteristics List of pre-defined values Single- or multi-select option Needs to be entered by one user Can be set as mandatory Creates a nested/hierarchical structure between certain values
Implications to the system Pre-definition prevents users from adding invalid options Can be selected in radar as segmentation criteria which will allow one to dive into a radar according to the different defined levels Can be filtered from "more filters"

To create a hierarchical dropdown field, navigate to the element configuration, property configuration, and the option to add a property. Give your hierarchical dropdown field a name [1]. You can allow multiple value selection by checking the Allow Multiple Values checkbox. Note that this cannot be changed for the respective property at a later stage (would require the creation of a new property, [2]). You can set the property type as required information for elements. To do so, check the Required checkbox. Note that a Required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the “Required” constraint [3]. Enter the the first-level values and under them write the nested sub-level values. You can create as many values as you like [4]. Once done, click on Save.

4️⃣ Rating

Characteristics List of pre-defined values Can collect the opinions of multiple users Aggregation (mid-value) of all ratings is displayed as full value
Implications to the system Pre-definition prevents users from adding invalid options Can be selected in radar, matrix, and board as visual indicators (e.g., segment, columns, swimlanes, axes, color, distance, halo, or donut). Can be filtered from "more filters" Individual ratings can be seen by clicking on the "person +  number" icon

To create a rating, navigate to the element configuration, property configuration, and the option to add a property. Give your rating criteria a name [1]. Write a short description of the rating criteria [2]. You can invert the order in which the rating options are displayed [3]. Provide the values by the labels for each one of them, e.g., High [4].
Once done, click on Save.

5️⃣ Numerical Rating

Characteristics List of pre-defined numbers Can collect the opinions of multiple users Aggregation (mid-value) of all ratings is displayed as true value
Implications to the system Pre-definition prevents users from adding invalid options Can be selected in radar, matrix, and board as visual indicators (e.g., segment, columns, swimlanes, axes, color, distance, halo, or donut). Can be filtered from "more filters" Individual ratings can be seen by clicking on the "person +  number" icon

To create a numerical rating, navigate to the element configuration, property configuration, and the option to add a property. Give your numerical rating criteria a name [1]. Write a short description of the rating criteria [2]. Enter a valid min and max value for your ratings [3]. You can also invert the rating by checking Invert Order of Options [4]. Once done, save the property type.

6️⃣ Rating Aggregation or Aggregated Rating

Based on the individual rating criteria, you can build an index that aggregates the values of at least two rating criteria into one value. 

To configure a rating aggregation, you can just navigate to the element configuration of the respective workspace [1]. You can enter the element configuration by hovering over your user profile icon in the bottom left corner and finding "Manage Workspace Elements". 

Switch from element type configuration to property configuration [1]. To add a new rating aggregation, find the button to "+Add New Property" or when you want to adjust any aggregated rating, find the filter for "Aggregated Rating" and the respective criteria [2]. 

You are now asked to provide a name [3]. You are also asked to select the rating criteria which should be used to calculate the rating aggregation. You will find all the available rating criteria when clicking on "+Add new property" under "Rating Properties" [4]. 

If you want to put a higher weight on certain rating values, you can also provide different rating weights to the considered rating properties [5]. Use the dropdown and select the weight that will be considered in the calculation. 

You also need to add the values for the rating aggregation [6]. By providing a color, the respective calculated values of the aggregated rating will be displayed accordingly on e.g., the radar, matrix, or network graph.

When you are done, save your changes [7]. The same permissions to view the aggregated rating criteria apply as for the general permission to view ratings.  

On a content card, the aggregated rating will be displayed with a sum sign. By hovering over the sum sign, users can understand the calculation formula. 

7️⃣ Number

Characteristics List of a pre-defined range of numbers Needs to be entered by one user	Can be set as mandatory
Implications to the system Pre-definition prevents users from adding invalid options Can be selected in board and card settings as card labels Cannot be filtered from "more filters"

To create a number field, navigate to the element configuration, property configuration, and the option to add a property [1]. Enter a value in Unit Label. The Unit Label shows the unit of the number (Euro, $, FTE) [2]. Provide min and max values to ensure users are entering valid values [3]. You can set the property type as required information for elements. To do so, check the Set as Required checkbox. Note that a required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the required constraint [4]. Once done, click on Save.

8️⃣ Date

Characteristics Option to choose a day from a calendar pop-up  Can be set as required
Implications to the system Cannot be filtered from "more filters"

To create a date field, navigate to the element configuration, property configuration, and the option to add a property [1]. You can set the property type as required information for elements. This information needs to be added before the element can be created. To do so, check the required checkbox. Note that a required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the required constraint [2]. Once done, save the property type.

9️⃣ Hyperlinks

Characteristics Option to enter and save a single or multiple URLs in one group Can be set as required

To create a hyperlink field, navigate to the element configuration, property configuration, and the option to add a property [1]. You can set the property type as required information for elements. This information needs to be added before the element can be created. To do so, check the Required checkbox. Note that a Required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the Required constraint [2]. Once finished, save the property.

🔟 Rich Text

Characteristics Option to enter and style text

To create a rich text field (RTE), navigate to the element configuration, property configuration, and the option to add a property [1]. Save it.

1️⃣1️⃣ User

Characteristics Select from the list of users in your workspace Select one or multiple users
Implications to the system Can be filtered from "more filters"

To create a numerical rating, navigate to the element configuration, property configuration, and the option to add a property. If you want to allow the selection of multiple values, check the Multiple Values checkbox. Note that this cannot be changed for the respective property at a later stage (would require the creation of a new property) [2]. You can set the property type as required information for elements. This information needs to be added before the element can be created. To do so, check the required checkbox. Note that a required property cannot be introduced after an element type was configured initially, as elements of that respective type may already exist, which would violate the Required constraint [3]. Once finished, save your property,

1️⃣2️⃣ Attachments

Characteristics Option upload one or multiple files to a content element Allowed field types:

To create a numerical rating, navigate to the element configuration, property configuration, and the option to add a property [1]. Save it.