Property Creation

Custom Properties can be added in site settings meaning that they must be created by a user with the user role of Site Admin or Agency Admin. In this article you'll learn how to create properties. Read General Overview: Properties to learn more about how properties can be optimized to meet your needs. 

Follow these steps to create a property: 

1. Select Properties under Site Settings in the site menu on the left of the screen


2. Click Add New 

3. Create a Property Name. okapi will automatically create an Internal Name. 

4. Determine if the property can be assigned to event types, activity types, or both 

5. Choose a field type for the property from the drop down menu 

6. Click Create 

Now that you've created the property in site settings, you can assign it to event and activity types. 

Follow these steps to assign a property: 

Event Types

1. Select Event Types under Events in the site menu

2. Add new or edit an existing event type

3. Click Add Property at the bottom of the event type options

4. Select which property you would like to assign to this event type

5. Click Create if you are working in a new Event Type or Save if you have edited an existing Event Type. 

Activity Types 

1. Select Activity Types under Activities in the site menu

2. Add new or edit an existing activity type

3. Click Add Property at the bottom of the activity type options

4. Select which property you would like to assign to this activity type

5. Click Create if you are working in a new Event Type or Save if you have edited an existing Event Type. 

During event and activity creation you should be able to see that by choosing one type or the other changes which properties show. 

For example by choosing Fairs & Festivals the following properties show

By changing the type to Education Events the property is no longer available 

Dashboard

Event and activity properties can also be added to your dashboard by adding a widget. 

1. Select Dashboard from the site menu

2. Click Add Widgets to view available widgets 

3. Select widgets to add

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