Editing the DetailsThe following sections describe the data that can be input into the Details Panel. NOTE: To ensure that the data input is valid, please see the Forbidden Text Characters. FieldsTypeThe Types are blank (for a Root Element), Group or Property. You can change between a Property and a Group unless the Group already has Properties. NameThe Name of an element item is what identifies it. It is only ever displayed to the user in the Details Panel. Display NameThe Display Name (aka Caption) of an element is what is displayed on the text of an element in the Menu as well as being displayed in the Properties Window. Row TypeThe Row Type defines what type of input will be required in the Properties dialogue box. The types are:
Visio Data TypeThe Visio Data Type is the way in which Visio interprets the value. Ideally, you should try and keep this and the Row Type of a similar type. The types are:
Row ValuesThe Row Values button is used to expand/collapse an area of the webpage that is only available to an element of type Property which has a Row Type of Pick List. This area allows a user to edit the Row Values data associated with a Property. Row values are used heavily throughout the Properties; one such example being choosing a Process Owner for a map. Example of a Populated Row Values boxA Property's Row Values are displayed in a text area which is a completely free text area editable by the user. The only rule applied to the text is how the row values are separated. Separation of Row ValuesRow values are separated by a carriage return (by pressing Enter) and as a result, to add a new row value you must add it by creating a new line. Adding a new valueUpdating the Row ValuesTo save any changes made to the row values you need to press the Update button in the area below box. On updating the element, the row values are changed to their newest version. Any blank entries will be removed from the area so leaving more than one space between values will not cause issues as shown below. Updating the row values On update of the row values, any duplicates will automatically be removed from the list. Sorting Row ValuesThere are two buttons that sort the row values when pressed, these two buttons sort from A-Z and Z-A respectively. When you press either of the sort buttons the row values are sorted and saved so you do not have to press the update button. AdvancedThe Advanced fields are extra settings that can be changed on a Property and are related to the Process Metrics. Each field has a default value and as a result, you do not need to change any of the values. However, any values that you do change will appear in the element's attribute data in the downloaded file. Each value is explained below if you require further information regarding each one. To save the changes to the data you must click the Update Values button at the bottom of the collapsible area. Advanced values windowThe Advanced fields are:
Moving off an elementIf you make a change to an element's data and before saving the changes (by clicking Update), you select another element, a dialogue will appear informing you that you have unsaved changes. This stops any changes you have made but not saved being lost unless you give confirmation you want to do so. Message about unsaved changesButtonsClearAllows you to clear all the data in the boxes representing an element's associated information. Add NewUsed for adding new elements in the Menu. See Changing the Menu. UpdateAllows you to update the changes to an element's detailed data. DeleteUsed for deleting elements in the Menu. See Changing the Menu. |