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Add property and the pencil on a row both open the same form. Add mode is titled Add property with an Add button; edit mode is Edit property with Save.

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Add a property

1

Press Add property

In the Properties widget on the source page.
2

Fill in the basic fields

The Add property dialog
  • ID — required. Letters, digits, hyphens and underscores, starting with a lowercase letter. It has to be unique in the source, and id is reserved.
  • Display name — required. The name shown in Studio.
  • Preferred card property ID — a casing-only override for the identifier suggested when this property is added to a card.
  • Data type — required, defaults to Text.
  • Delimiter — appears for List and Localized list, and is required there.
  • Description — optional free text, shown under the ID in the property table.
Studio lowercases the ID it sends, so colorCode is stored as colorcode. Use Display name for the casing you want to read in Studio.
3

Set capabilities

Choose whether the property can be searched, filtered and converted. See Property capabilities.
4

Pick a display section

Interface settingsDisplay section is the only interface setting on the form. Choose an existing section picks one of the source’s sections; Create a new section lets you type a new name.
The form does not decide whether the property gets a column in the entries table. That table shows the first six properties by display order — to add one, move it into the first six with Edit order and sections. See Display sections and order.
5

Press Add

Add stays disabled until you change something.
Changing the display section is a second save behind the scenes, because sections live on the source rather than on the property. If the property saves but the section does not, the error refers to the section and the property change is already in place.

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Edit a property

The Edit property dialog ID and Display name are read-only in edit mode. Everything else can be changed: preferred card property ID, data type, delimiter, description, capabilities and display section.
Changing the data type of a property that already holds data changes how existing values are read. Check what the source is sending before switching type, especially between Text and the list types, where the delimiter decides how a value splits.
The property goes to Updating while the change is applied, and cannot be edited again until it is Active.

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Preferred card property ID

This field only changes casing — the value has to match the property ID letter for letter apart from case. Where the source already suggests an identifier, that suggestion is the field’s placeholder and leaving the field empty uses it.

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Delimiters

List and Localized list need a delimiter, because a list arrives as one string that Occtoo splits. The options are comma, semicolon, pipe, slash and colon. Switch a list property to a non-list type and the delimiter clears itself.