Custom Properites are customized fields you can add to Item, Contract, Make or any other sort of record in e-automate. If, for instance, you want to a place to record the IP address of Eqp, you can create a field on every Eqp record to write it down in. More to the point, CEO Juice uses these Custom Properties to identify records to check in alerts, and to set some of the parameters for those alerts. You'll find Forum articles specific to each alert telling you what the various Custom Properties are and how to fill them in to accomplish what you want to do. This article is meant as an introduction to what they are, how you find them when you want to use them, and how you create them,
You find the Custom Properties for any record in a specific tab on the far right-hand side after you open that record. If we've installed the Custom Props for you on the alert(s) you subscribed to, all you need to do is go here to make changes. Two examples below.
Note: If you don't see the Property tabs go to Tools -Options -Misc options and make sure the box is checked to enable them
Custom Properties are organized into Configuations (think of them as collections or sets of properties). You can have more than one Configuration for a record type (Eqp, for instance) but each Record can only have one Configuration active at one time. If you have existing Configurations in your system for a record type we will simply add our Custom Properties to that one (more on this below), since for our purposes they can reside on any Configuration as long as it is active on the record. If a Configuration is active for a record it will already be selected when you open the tab. If you don't see one, click on the magnifying glass to select from your options. Example below. Caveat: If a Configuration is already selected and you select another one, you are deleting ALL THE DATA on the first Configuration.
Once you see the Custom Properties for the record, you can click on the setting and edit them as any other record. CEO Juice Custom Properties always have names starting with the letter Z. Example below.
The above should give you everything you need to know on using existing Custom Properties. The below is a very brief explanation on creating them.
Individual Custom Properties are created as Attributes, and then assigned to one or more Configurations. Until the Attribute is Assigned to a Configuration, it's technically not called a Custom Property. To get this ball rolling, first go to Lists and Codes in e-automate, as below.
Once Lists and Codes is open, select Attributes as below.
Double-click on an attribute to open it and edit it (Name, Description, some other details depending on the Data Type). Data Type means 'what sort of field is this?', for instance yes/no, text, date, etc. This cannot be changed after creation. Hit the big NEW Button to make a new Attribute. No screenshot provided.
Once you have your new Attribute, it's useless until it's assigned to a Configuration. Change the List and Codes Type to Configuration (Custom Properties) as shown below. You'll see all your existing Configurations. The column labeled 'Group' tells what Record type the Configuration is applied to. Caveat: If there is already a Configuration for a given Record type (if, for instance, you already have a Configuration assignedo to Equipment Properties), then creating another one is almost ALWAYS a bad idea. Remember that each record can only have one configuration active. If you create a new one and make it active on a record, you are by definition deleting the old one and all the information in it. This is why we will always piggyback our Attributes onto your existing Configurations.
Create a new Configuration if one does not exist for the Record type you're interested in, or double-click an existing one to open it. You can select ANY existing Attribute and assign it to ANY Configuration, although it usually makes sense to design Attibutes with one use in mind.
Feel free to contact us if you need more help.