Properties

Properties are the fields on a data set. They determine what you filter, import, show on boards, and fill out in forms.

types (overview)

• Single-line/multi-line — free text

• email, number, date, date+time, yes/no

• Single or multiple selections (including options and standard)

• lingua

• Template and file — save content but do not appear in the normal creation form and not in the import/bulk

groups

Properties are organized in groups (e.g. identity, communication, address, marketing). You can see this structure in detail and in the properties sheet.

System managed

You don't add system-managed properties manually — they are set by the system. In the UI, it is marked with a badge; mass editing and a form exclude it.

Display and identity field

• Display property — name in lists, title bars, and boards

• Identity property — unique key for updating upon import (e.g. email); then immutable on the data set

Managing properties

With “Manage Properties” in the object overview (with admin rights), you open the object structure: create types, maintain options, arrange groups. For everyday use, it is sufficient to use the available fields.

Read more

• Create and edit a data set

• Filter and table under “Find and edit records”

• Boards (Select as column property)

• importation