Edit or Delete Properties

Admins can edit or delete Properties from the Data Capture page of Process Library (SaaS)

• To Edit or Delete a Property click on the Data Capture menu option in the Admin section of the menu on the left hand side of your screen.

• From here you can edit or delete; Process Map, Activity and Deliverable Properties, the process is the same for each Property. To edit or delete a Property, click on the relevant Property from the menu. 
  
• You will be taken to the 'Property Editing Screen', from here you can:
  • Delete a Property
  • Change a Property's Name 
  • Change a Property's Type 
  • Update a Property's Answer Set

Delete a Property

• To delete a Property select the Property you would like to delete from the list of Properties.
• Click the Delete button in the box on the right hand side of the screen and your Property will no longer appear in the list of Properties. 
  
  

Change a Property's Name 

• To change a Property's name select the Property you would like to edit from the list of Properties.
• Type the updated name of the Property into the 'Text' field in the box on the right hand side of the screen and click Update. Your updated Property Name will now appear in the list of properties.
  
  
  

Change a Property's Type 

• To change a Property's Type select the Property you would like to edit from the list of Properties.
• Select the updated Property Type from the 'Type' dropdown in the box on the right hand side of the screen. 
  
• The Property Types are:
  • String - a free text field 
  • Drop-down - a dropdown list, this can be populated with an Answer Set
  • Checkbox - a single box to be checked or unchecked 
  • Date only - a date to be selected from a dropdown calendar
  • Spin - a single number which can be increased or decreased using arrows
  • Duration - a set of three numbers to represent hours, minutes and seconds which can be increased or decreased using arrows
  • Hyperlink - a link to resources inside or outside Process Library (SaaS)
  • Colour - a colour pallet which can be updated using a colour selector, RGB or HEX values
  • Date & Time - a date and time to be selected from a dropdown calendar and clock 
  • Group - a group of properties, this is similar to creating a folder of similar properties

• If you have selected the Drop-down Type then a third Answer Set box will appear, choose your relevant Answer Set from the drop-down list. If you do not have an appropriate Answer Set you can create one in the Manage Answer Set page. 
  
• Click Update to update your Property's Type. 
  

Update a Property's Answer Set

• To update a Property's Answer Set select the Property you would like to edit from the list of properties.
• Select the updated Answer Set from the 'Answer Set' dropdown in the box on the right hand side of the screen. If you do not have an appropriate Answer Set you can create one in the Manage Answer Set page. 
• Click Update to update your Property's Answer Set.