This article walks you through how to create an existing property.
Use Case
At Classics Inc., a legal operations user creates a Contract Value property to capture important financial information in a new workflow configuration. In Workflow Designer, the user opens Properties and Conditions, selects Property from the add menu, chooses Create new property, defines the property’s name, type, and description, and saves.
Permissions
Features
Workflow Designer
Permissions
Users with permission to edit the workflow configuration can create a property.
Create a Property
To create a new property for a workflow configuration:
Log into your Ironclad account.
Click the Workflow Designer tab.
Select the workflow configuration you’re updating.
Click the Properties and Conditions tab in the Attributes panel on the left.
Click the plus icon, and select Property under Add.
Name your new property and click Create new property.
Under Type, click Select and choose your data type.
In the Description field, write a concise description of the property.
Toggle the Use to filter and search data in Dashboard, Repository, and Insights to enable or disable this option.
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.
