Configuring Extended Properties

You can configure user-defined properties of a report by designing a form, and you can access that form under the Extended Properties tab. First, you need to set up a form and then use it to configure its properties.

To configure extended properties of reports, follow these steps:

  1. In the Reporting Workspace pane, click a report.
  2. In the right pane, click the Extended Properties tab.
  3. Click Edit.
  4. Click Configure.
    Extended properties Configuration page appears.

    5. The Extended Properties Configuration page contains the following sections:

    • Field Controls: Displays the available UI elements.
    • Configure Form: This pane enables you to design forms using the UI elements in the Field Controls pane.
    • Properties: Displays the properties of the selected UI element in the Configure Form pane.
  5. Click Edit.
  6. Double-click the UI elements from the Field Controls pane or drag and drop it into the Configure Form pane.
  7. Select a UI element in the Configure Form pane, one at a time, to configure their properties in the Properties pane.

    8. The properties of a UI element differ based on the selected element.

    Refer to the following table for property descriptions:

    Property

    Description

    Published

    Switch Published to ON to publish the field.

    Field

    Double-click the corresponding Value cell to edit the field label.

    Type

    Double-click the corresponding Value cell to determine the field type.

    Mandatory

    Switch the Mandatory option to ON to make this field mandatory in a form.

    Description

    Double-click the corresponding Value cell to enter a field description.

    Visible in Extended Properties

    Switch Visible in Extended Properties to ON to make it visible.

    Order

    Displays the order of the field in a form. You can drag and drop the field in the Configure Form pane to change its order.
  8. Click Save.

    9. The form is saved under the Extended Properties tab.

To use the form, follow these steps:

  1. In the Reporting Workspace pane, click a report and click the Extended Properties tab.
  2. Click Edit and use the form.

    3. You can download the extended properties in the XLSX format and use it as a template to import extended properties. To download extended properties, on the Extended Properties tab, click Export To Excel.

  3. Click Save.

The form is updated.