Property fields

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:

Field type

사용

옵션

Text

Short text on a single line

Enter a Default Value if desired.

Checkbox

Checked or unchecked status

Choose the Default State.

Integer

Integer numbers (positive, negative, or zero, without a decimal)

Enter a Default Value if desired.

Decimal

Decimal numbers (positive, negative, or zero, with a decimal)

Enter a Default Value if desired.

Date

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.

Selection

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.

Tags

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.

Many2one

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.

Many2many

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.