To add fields to an existing Custom Property Set, perform the following:
  • Click on the "Control Panel" link.
  • Click on the "Custom Properties" link.
  • Select the custom property set you wish to edit by clicking on it.
  • Click on the "Fields" link on the toolbar.
  • A prompt for a new field will automatically appear.
  • Enter the appropriate information to enter a new field.
  • Click on the "Add" button to add the new field.

    Note: This new field cannot be marked "Required"
To delete fields from an existing Custom Property Set, perform the following:
  • Click on the "Control Panel" link.
  • Click on the "Custom Properties" link.
  • Select the custom property set you wish to edit by clicking on it.
  • Click on the "Fields" link on the toolbar.
  • The "Custom Property Fields" window will appear.
  • Click on the appropriate "Delete" button located on each row to delete the field.

    Note: This action is not reversible and you will permanently lose the data values for deleted fields.
To change the order in which custom properties are displayed or prompted, perform the following:
  • Click on the "Control Panel" link.
  • Click on the "Custom Properties" link.
  • Select the custom property set you wish to edit by clicking on it.
  • Click on the "Fields" link on the toolbar.
  • The "Custom Property Fields" window will appear.
  • Change the order of the displayed fields by clicking on the up and down arrows that appear in the far-right column of this screen.
To change the caption of custom properties, perform the following:
  • Click on the "Control Panel" link.
  • Click on the "Custom Properties" link.
  • Select the custom property set you wish to edit by clicking on it.
  • Click on the "Custom Property Settings" link on the toolbar.
  • The "Custom Property Settings" screen will appear.
  • Edit the prompt labeled "Caption" to make the desired change.
Security Considerations:
Only the System Administrator can define Custom Property Sets.

Next Topic is Applying Custom Property Sets





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