속성 필드

Property fields, or properties, enable the customization of a form view by adding various field types. These fields allow information storage and management by adding values.

Property vs. regular fields

Properties act as pseudo-fields; they behave like regular fields but are not saved as columns in the database. They also rely on a defined parent record.

Example

Adding a property to a task inserts a field in all tasks within the same project while other projects’ tasks remain unaffected.

속성 필드 추가

To add a first property field to a form view, click the (Actions) icon, then select Add Properties.

In the popover, enter the property’s Label, choose a Field Type, and then configure the field based on the selected type:

필드 유형	사용	옵션
텍스트	Short text on a single line	Enter a Default Value if desired.
체크박스	Checked or unchecked status	Choose the Default State.
정수	Integer numbers (positive, negative, or zero, without a decimal)	Enter a Default Value if desired.
소수	Decimal numbers (positive, negative, or zero, with a decimal)	Enter a Default Value if desired.
날짜	Selection of a date on a calendar	Select a Default Value if desired.
Date & Time	Selection of a date on a calendar and a time on a clock	Select a Default Value if desired.
선택	Selection of a value from a group of predefined values	Add a selectable option by clicking Add a Value and entering the Option Name. If desired, set an option as default by clicking the (Select Default) button. Reorder the options by dragging and dropping them using the (drag handle) button. Delete an option by clicking the (Remove Property) button.
태그	Selection of multiple values in the form of tags	Enter a Tag name and press Enter to save it. Change a tag’s color by clicking it and selecting another one.
다대일	Selection of a single record from another model	Enter the Model name. Configure its Domain to filter records if needed. Select a Default Value if desired.
다대다	Selection of multiple records from another model	Enter the Model name. Configure its Domain to filter records if needed. Select a Default Value if desired.
구분자	Group several properties under a foldable label

Click outside the popover to save the added property.

참고

• Select whether to display the property in the Kanban, List, or Calendar views cards for every field with the Display in Cards option.

• To add another property, click Add a Property at the bottom of the form while in Add Properties mode.

팁

To edit an existing property, hover the cursor over the property:

• Click the (pencil) button to open a popover and modify the property. In the popover, click the (up) or (down) chevron to move a property upwards or downwards.

• Click Delete, then Delete to delete it. Deleting a property is permanent.

• Use the (drag handle) icon to drag and drop the property to reorder or regroup.

Properties across apps

Property fields can be defined in the form view of multiple models. Once set, the property is shared by all records that are linked to the same parent.

앱	모델	상위
회계	Asset/Revenue Recognition 대출	Asset model 전표
평가	Employee Appraisal	부서
CRM	영업기회/영업제안	Sales team
직원	직원	회사
행사	Event Registration	행사
차량 관리	Vehicle	Vehicle model
프론트데스크	Frontdesk Visitors	Station
헬프데스크	Ticket	Helpdesk team
재고 관리	Lot/Serial Transfer Batch Transfer	Product variant Operation type Operation type
지식 센터	Knowledge Article	Parent article
유지보수	Maintenance Equipment	Equipment category
Meeting Rooms	룸	사무실
일정 수립	Shift	Role
Project / Field Service	Task	Project
채용	Applicant Job Position 지원자	Job position Company Company
수리	Repair order	Company
Sales / etc.	품목	카테고리