Creating and managing properties is essential for building your Assemblies Database. We have already discussed what a property is in this article.
Now, let's move on to the next step: creating new properties and working with them.
How to create a property
1. Open the ‘Properties’ tab inside the Assemblies Database.
2. Press the 'New' button at the top right of the page & select the property type you need to create.
3. Enter a name for your new property and select a suitable unit.
❗If the unit you need isn't available in the dropdown list, simply type it in manually and click ‘Create’. For example, Swedish krona is not available on the list, so you can enter ‘SEK’ to create this unit.
4. Then add your property to an already existing group or create a new one.
5. And, finally, set a default value or formula for a property.
6. Now press the 'Create' button at the top right of the panel and you'll see the property appeared in the Properties base.
❗Note
Our algorithm will automatically identify & show whether the formula you've inserted is correct or it will highlight the mistakes you need to fix.
If your formula includes other properties, create them first. For example, for the formula property 'Total': [QTY][Unit Cost](1+[Markup]) - you should first create the QTY, Unit Cost, and Markup properties to include them in the formula.
How to edit a property
To edit any previously created property, expand the group where your property is located, then click on the row containing the property's data.
Once you've finished your edits, press 'Save' at the top right of the panel.
❗Note
You can easily edit a property and change any of its fields, however, you can't change the type of the already created property. In this case, you need to create a new property with a different type.
Operations with properties
Aside from simple operations, such as Expand all / Collapse all / Reset columns / Autosize all columns, you can also:
Duplicate properties
Delete properties
Create new groups
To perform any of these operations, right click on the necessary property and select the relevant operation.
Set your view in the Properties Base
Keep only the necessary properties in your view by filtering them. To do this, hover over the name of any column and click on the three lines that appear. Then, select the filter icon and (un)tick the relevant columns.
You can also customize your view in the Properties base by removing unnecessary columns or adding new ones. To do this, hover over the name of any column and click on the three lines that appear. Then, select the last option and (un)tick the relevant columns.