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Properties in Workflow Designer

Ariana Kemp
  • Updated

This article goes over properties, and how to create, add, edit, delete, remove, organize, reorder, and view them in workflow configurations. We’ll also cover creating and managing custom properties in Workflow Designer.

What are properties?

Properties are data points collected from a contract. Workflow configurations may have the following properties set by default:
  • Counterparty Name is required by every workflow configuration and can’t be removed. 
  • Counterparty Signer Name and Counterparty Signer Email is included in new workflow configurations, but can be removed.
    • Note: To manage your signers, click the Sign tab.
  • Lifecycle Preset provides a set of properties and conditions for managing a contract’s status and renewals. Learn more about using the Lifecycle Preset.
When should I create a new property?
Always check to see if a property exists before creating a new one. Reusing the same property across your workflow configurations helps maintain clean data schemas and reports. 
For example, you may have an existing property called Contract Value. In this case, you’d want to avoid creating a new property called Total Contract Value if there’s a possibility they’ll overlap each other in usage. If two properties overlap in usage, you’d need to filter for both properties instead of just one to fully surface all instances of the value they represent.
Can I rename a property after creating it?
Can I change a property’s data type after creating it?
No, but you can delete the property from Data Manager and create a new property with the desired data type. 
 
 

Create a Property

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To create a new property for a workflow configuration:
  1. Log into your Ironclad account.
  2. Click the Workflow Designer tab. 
  3. Select the workflow configuration you’re updating.
  4. Click the Properties and Conditions tab in the Attributes panel on the left.
  5. Click the plus icon, and select Property under Add. 
  6. Name your new property and click Create new property.
  7. Under Type, click Select and choose your data type.
  8. In the Description field, write a concise description of the property.
  9. Toggle the Use to filter and search data in Dashboard, Repository, and Insights to enable or disable this option. 
  10. Click Save. 
This property is now part of your company’s data schema and can be used in other workflow configurations, unless it was configured with a File or Related Record data type. Properties with File or Related Record data types are limited to a single workflow. 
Can I add a formula to my property?
Yes. You can add formulas at the time of creation by clicking the plus icon (Add formula) in the Edit property panel. Learn more about managing formulas in Workflow Designer. 
 

Add an Existing Property

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To add an existing property to your workflow:
  1. Log into your Ironclad account.
  2. Click the Workflow Designer tab.
  3. Select the workflow configuration you’re updating.
  4. Click the Properties and Conditions tab in the Attributes panel on the left.
  5. Click the plus icon, and select Property under Add.
  6. Under USE EXISTING, click the property you want to add.
    • Note: You can see how many workflow configurations a property is used in. Unpublished configurations don’t count towards this value. 
  7. Click the Save button in the Property details panel.
You should now see the property included in the list of used properties. 
 
 

Edit a Property

Only admins can update property names, descriptions, formulas, and visibility. 

Warning

Updates will apply retroactively to all instances of a property’s usage. This includes any existing workflow configurations, workflows in progress, records, and filters associated with the property you’re editing.

Non-admins can’t update existing properties, but they can still create new properties or add existing ones to workflow configurations. Contact your admin to upgrade your role to Ironclad Administrator if you need to edit properties.
  
To edit a property:
  1. Log into your Ironclad account.
  2. Click the Workflow Designer tab.
  3. Select the workflow configuration you’re updating.
  4. Click the Properties and Conditions tab in the Attributes panel on the left.
  5. Hover over the property you want to edit and click the More options icon (vertical ellipsis) to the right.
  6. Click Edit property.
  7. Update your property.
  8. Click Save in the Edit property panel.
 
 

Remove a Property

Removing a property from a workflow configuration won’t delete it from your company’s data schema. You’ll still be able to use the removed property in other workflow configurations.
To remove a property:
  1. Log into your Ironclad account.
  2. Click the Workflow Designer tab.
  3. Select the workflow configuration you’re updating.
  4. Click the Properties and Conditions tab in the Attributes panel on the left.
  5. Hover over the property you want to edit and click the vertical ellipsis to the right.
  6. Click Remove property from the dropdown menu.
  7. Click Save in the top right corner of the Workflow Designer.
 

Delete a Property

Deleting a property is permanent, and completely removes the property from your company’s data schema. Properties can’t be used in workflow configurations once deleted.
To delete a property:
  1. Log into your Ironclad account.
  2. Click on your profile icon located in the top right corner of Ironclad.
  3. Click Company settings.
  4. Click Data Manager in the left panel.
  5. Click the property you want to delete.
  6. Click the Edit icon (pencil) in the top right corner of the property panel.
  7. Under Delete property, click the Delete button.
  8. Type “DELETE” as prompted by the Confirm delete? modal. 
  9. Click the Delete button. 
You should see a pop-up notification confirming your property was successfully deleted.
 
 

Organize and Reorder Metadata

Organizing metadata helps you track information more efficiently. You can create sections and reorder properties to control how they appear in the Properties section of a launched workflow or completed record.
To create a new section:
  1. Log into your Ironclad account.
  2. Click the Workflow Designer tab.
  3. Select the workflow configuration you’re organizing.
  4. Click the Properties and Conditions tab in the Attributes panel on the left.
  5. Click the plus icon, and select Reorder under Update Metadata.
  6. Click Add Section at the top of the Reorder Metadata panel.
  7. Name the new section.
  8. Drag and drop relevant properties into the new section.
  9. Click Save in the top right corner of the Workflow Designer. 
To reorder properties:
  1. Log into your Ironclad account.
  2. Click the Workflow Designer tab.
  3. Select the workflow configuration you’re reordering.
  4. Click the Properties and Conditions tab in the Attributes panel on the left.
  5. Click the plus icon, and select Reorder under Update Metadata.
  6. Drag and drop the properties to reorder them.
  7. Click Save in the top right corner of the Workflow Designer. 
 
 

View a Property’s Usage

To view a property’s usage:
  1. Log into your Ironclad account.
  2. Click the Workflow Designer tab.
  3. Select the workflow configuration you’re viewing.
  4. Click the Properties and Conditions tab in the Attributes panel on the left.
  5. Hover over the property you want to view and click the vertical ellipsis to the right.
  6. Click Edit property.
  7. Click the Usages tab.
Under the Usages tab, you’ll be able to see the section where that specific property is used in the workflow configuration. Clicking the section automatically brings you to the location in the viewer.
If a property is used globally across Ironclad, you’ll be able to see the number of published configurations, workflows, and records that the property is associated with under All usages.

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