Custom features

Custom features

ISO2HANDLE itself offers all kinds of datasets such as pages, versions, forms, users and files. These datasets have all kinds of properties such as a title. But what if you also want to add some properties to it yourself? Then you use itCustom features



Set custom properties

To use custom properties, first go to the settings page. Click hereOrganizationAnd thenCustom features


As soon as you do this, you will see the following popup:

When you click on the plus you add a first custom property. Here you can fill in a number of things:
  1. Tag: This is the name of the property. For example, "Classification".
  2. Icon: Allows you to give your property an icon
  3. Type: Allows you to specify what users can fill in in in this property. Here you have the choice of:
    1. Text: The user can fill in free text
    2. Number: the user can only enter a number
    3. Date: the user can only fill in a date
    4. Yes/No: the user can only choose yes or no
    5. Options: The user can choose something from a number of fixed choices
    6. Tags: the user can add multiple tags himself by means of a free text field
    7. User: the user can choose a user from the system
    8. page: the user can choose a page from the system
    9. Form: The user can choose a form from the system
  4. Assign to: This allows you to specify which dataset(s) this property applies to.


Fill in custom properties

Once you have defined your properties, they can be filled in. For example, when adding a new user, or when customizing an existing user:

But this can be done when adding and or updating any dataset to which the property applies.

Notes
These properties can also be used in files inFile views

Search by custom properties

Once you have created custom properties and filled in a dataset, you can also find this dataset using the search function based on its custom property value.
Notes
Please note: this works with custom properties of typeText,Number, andTags​


    • Related Articles

    • Search in ISO2HANDLE

      In ISO2HANDLE you can create and use all kinds of datasets. For example, you can create a manual with pages, upload forms, files and add process flows. But how do you find the right form very quickly? With the search bar at the top of your ...