Property Attributes
This section provides a comprehensive exploration of property attributes within Weissr, detailing classifications, permissions, and configurations. By navigating through the following sub-sections, you’ll gain a deep understanding of the fundamental components that define properties in the system.
Static vs. Dynamic Properties
Properties in Weissr are categorized as either static or dynamic.
Static Properties: These are built-in system properties with predefined logic that influences Weissr's behavior. They are often crucial and may be mandatory within processes. Examples include request name, requested amount, analysis start year, production unit, investment model, approval route, and project creator. Static properties cannot be deleted, and their configurations are tightly controlled within the system.
Dynamic Properties: These are user-created properties designed to store information specific to your organization’s needs. Unlike static properties, they do not affect Weissr's core functionality. Examples include background description, profit center, and cost center. Dynamic properties offer flexibility and can be created or deleted as required. These properties are marked with a red trash bin icon for easy removal, a feature not available for static properties.
Here is the complete list of all Static Properties.
Editable vs. Calculated Properties
Weissr properties can be either editable or calculated.
Editable Properties: These properties can be modified by users. Both static and dynamic properties can be editable, depending on their setup.
Calculated Properties: These properties are automatically populated based on predefined logic or expressions within the system. For static properties, calculations are embedded within Weissr and are non-editable. For dynamic properties, administrators can create custom expressions or aggregation rules tailored to specific needs, offering a high level of customization.
This classification allows you to configure properties to meet your organization’s unique requirements, whether for straightforward data entry or complex data calculations.
For more details on calculating property values, visit the Property Expressions guide.
Public vs. Restricted Properties
Weissr allows properties to have different permission levels depending on user group affiliations.
Public Properties: New properties are public by default, meaning they are accessible to all users with the appropriate project access.
Restricted Properties: To restrict access, you can disable the "Is Public" toggle. Once this is done, you can assign specific permissions to user groups, allowing them either read-only or edit access. Users outside the designated groups will not see these properties on investment forms.
Configuring Restricted Properties
To configure a restricted property:
Disable the "Is Public" toggle. This action will reveal a "Group Permissions" hyperlink.
Click the "Group Permissions" hyperlink to open a list of available user groups.
Assign "Edit" permissions to groups that need to modify the property by enabling the "Edit" toggle.
Assign "Read" permissions to groups that should only view the property by enabling the "Read" toggle.
Any users not included in these groups will have the property hidden on their investment forms.
Mandatory vs. Optional Properties
Properties can be either mandatory or optional, depending on the specific approval routes within the investment process. This setting is configured per route and step and will be detailed in the corresponding documentation section.
Property Types
Weissr supports a variety of property types to accommodate different kinds of data. These include standard types like string (text), code (dropdowns), integers, decimals, money, and specialized types like counters and tables. Most property types, such as single and multi-line text boxes or numbers, require no additional settings. However, some types may need further configuration by an administrator.
For a comprehensive list of all available property types, please visit the Property Types documentation.
Property Creation and Edit Form
The property creation and edit form defines the characteristics and data content for each property. Key fields in the form include:
Name: A unique identifier for the property, requiring a minimum of 2 characters.
Description: An optional field that appears as a tooltip when users hover over the property.
Required: Indicates whether the property is mandatory. A red star will appear next to the property name if this is selected.
Can be used as filter: Allows the property to be included in standard application filters.
Applicable to request type: Determines visibility in request and budgeting grids. Options include "Request," "Budget," or "Both."
Editable in: Specifies in which phase of the investment lifecycle the property is editable (e.g., Registration, Monitoring, Follow-up).
Type: Defines the data type the property can hold.
Code: Used for calculating property values in expressions, requiring a unique alphanumeric code.
Receives value from model: Specifies if the property pulls data from an investment model cell, aligning with a unique model code.
Expression: Allows for complex calculations using formulas, logic, operators, and conditions. Refer to Appendix D for the Expressions guide.