Navigating the Properties Portal
After installing Properties you made the first step in bringing more structure and joy to your Confluence users.
On this page
Accessing the Properties portal
The Properties portal can be accessed by all users through the Confluence navigation at the top. Go to Apps > Properties.
We will be implementing permissions to give you more control of who can access and make changes in the Properties portal.
Setting up a property group
Properties act as form fields on your Confluence pages. In order to create or use one you need to create property group first.
In the left sidebar click on ‘+ New property group’.
You will be prompted the ‘Create property group’ dialog and be asked to fill in the details.
Paramater | Description |
|---|---|
Icon | Allows you to pick an icon from the gallery Properties is equipped with. |
Name | The value entered here will be the name of the property group that can be selected in the Property Group macro. This is a mandatory field. |
Description | Shows under the name of your property group in the portal. |
Restrictions | Set restrictions for specific users or groups. |
After providing at least a name your property group is ready to be assigned properties to.
You can change or delete property groups by clicking on the toolbar (…) at the top.
By clicking on the lock icon you can see users and user groups that have the permission to edit the Property Group.
Deleting a property group also deletes all assigned properties permanently.
Creating and customizing properties
Select the property group you want to create a property in.
In the now available right sidebar of the portal you get to choose from various field types for every property. By clicking on a field type you are adding a property to your property group. Following field types are available:
Text
Select
Multiselect
Date
People
Page
URL
Phone
Number
You can create infinite properties within one property group. They will all be listed as form fields in the Property Group macro and as columns in the Property Group Report macro.
Editing, deleting and reordering properties
Created properties are displayed as white boxes within their assigned property groups in the middle of the Properties portal.
By clicking on properties you can collapse the boxes and edit them.
For every property you get a distinct ‘Delete’ button to remove it permanently. When you are done editing you can save the changes by clicking on the ‘Save changes’ button at the bottom of the Properties portal.
Created properties can be reordered by drag and drop.
Next
Learn how to put your properties and property groups to action by embedding them as macros and using them as forms.