Configure custom properties from Google Drive

A custom property is an element of an AODocs document. It's a field that provides information for a specific document. Properties can be used to structure documents, to improve the search experience or to customize a workflow.

Properties are also called metadata.

As a library administrator, you can configure custom properties of your Team Folder or Secured Folder library.

Notes: In Google Drive, you can configure custom properties for the default document class only.
If you are working in a Secured Folder library with several document classes, you can configure the custom properties of the non-default document classes in the AODocs library administration interface.
Learn more: Configure custom properties.

Image result for arrow icon Create new custom properties
Image result for arrow icon Update custom properties
Image result for arrow icon Delete custom properties 


Create new custom properties

1. In the Google Drive interface, open an AODocs library where you are defined as an library administrator.

2. Press the gear button and select Security center.

image01.png

3. In the security center, select Properties.

4. If no custom properties have been configured yet, press Create a property.
If one or more properties are configured, press + Add a property to add a new custom property.

image02.png

5. Name your property.

6. In the Type column, choose the format of your custom property. You can choose among several field types:

  • String: for a string of alphanumerical and special characters limited to 400 characters.
  • Text: for a text field (where you can add line breaks).
  • Date / Time / Date & Time: for date and time fields.
  • Integer: for integer values (0, 1, 2, -1,..).
  • Decimal: for decimal values (0.1, -5.1, 1.655,..) with maximum 3 decimal digits.
  • Boolean: for a boolean field.
  • Person: for the name of a person or a Google Group (AODocs autocompletes email addresses available in your G Suite domain global address list).

Note: A Person field accepts Google Groups only if the administrator has set the field as a multi-valued field in the document class configuration.

  • Geopoint: for the location in latitude and longitude.
  • URL: for a link to a URL with a display name.
  • Categories: custom values defined by categories like "Price" and "Country" in our example. End-users can select values from a drop-down list in the user interface.
    Learn more: What are categories

image03.png

Tips:
- Custom property values can be used to trigger or validate a workflow state.
- Person fields can be used as validators, dates trigger a reminder, etc.

7. You can select several checkboxes:

  • Multiple values: end-users can choose 0, 1 or several values for the same field.
  • Mandatory: the custom property must have a value — it can't be empty when a user creates or edits a document.
  • Hidden: readers and contributors don't see custom properties, so contributors can't edit them. Only library administrators can view hidden properties.

Note: You can't define a property as both mandatory and hidden.

8. If required, press Add a property to add another property.

9. Press Done to save your changes.

Readers can view custom properties. Contributors can view and edit custom properties.
Learn more: Display and edit properties from Google Drive.


Update custom properties

The list of custom properties is displayed in the Properties tab of the security center. You can add or update a property at any time.

1. Open the Properties tab of the security center.

2. Press the name of a property to rename it.

3. You can select or unselect the checkboxes Multiple values, Mandatory and Hidden.

Notes: You can't change a property's type. 
In the the Google Drive interface you can't:
- rearrange the order of the properties 
- add a description
Use the AODocs library administration interface to add a description or rearrange the order or your properties.
Learn more: Configure custom properties.


Delete custom properties

1. Open the Properties tab of the security center.

2. Press the delete button to the right of the property you want to remove.

3. Press Confirm to delete the property.

image04.png

Important: You can't delete a property if it's defined in the configuration of a workflow in an automatic transition based on properties.

Was this article helpful?
1 out of 2 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.