Standard & Custom Properties

Today you will learn…

Reading time: 5 minutes

The purpose of a Property is to add data fields to be used in Coperniq for data tracking

There are many different types of properties and we’ll discuss that below

Once you're on the Properties page, you’ll see how easy it is to create a property

We'll use a new property on Requests for our example today

Let's go ahead and unpack how to create and manage Properties

1) Where to access your Coperniq Properties

Go to Workspace settings:

Go to Properties:

Click “Create” to create a new property::

Click “Search” if searching for a particular property that may already exist:

Note: You can organize your properties by folders such as this:

2) Creating the new property

When you hit “create” you will choose “+ create property”

This will open this view: (Create Property)

From here, you will proceed to fill out all the needed fields for the property:

Name (*required)
Default value
Group (what group the property will be added to)
Icon URL for property
Proerty Type (you will be presented with a dropdown)
Access (which Teams will access the property for use)
New Project (detremines if the property will be accessible inside the “New Project” modal

If you choose to share the Propery between Clients, Projects and Requests click here to choose:

Once you are done, click “Save” to save your new property:

Note: there is a standard section of properties in Coperniq that cannot be edited as they are vital to functionality

3) Searching for your new Property

If you want to access your new property you can type in a few letters here and hit the magnifying glass:

4) Editing/Deleting a Property that already exists

If you want to edit/delete a property click on the three dots to the far right of the property and you will be presented with options:

5: Seeing it in action

Now that I have created the property we can go to a request form and see it in action:

In the example, this property was added to Other in Requests and can be used with all Request records

And here's where this property will show on the Request record

What did we learn today?

Last updated 7 months ago