Custom Property Sets / Definitions¶
Custom Property Sets are user defined metadata information sets that can be attached to folders, documents or users. They are used to capture information to further define the document, folder or user.
A common use for this is to gather further information about the folder, document or user, to provide additional search criteria, rather than just their name or content, and to assist with reporting.
Custom Properties can be defined globally (across all Libraries) or at a specified library level. This allows you to create a custom property set that only appears in one or more selected libraries. This way Custom Property Sets that do not apply to certain libraries are hidden from view.
Examples:¶
- I want every invoice document where the invoice amount is more than $400.00.
- I want every invoice document that was issued after January 5th, 2015.
- I want every proposal we wrote to customer XYZ.
- I want every e-mail coming from james@acme.com.
- I want every resume where the hometown is London.
Consider the example where you are looking for invoices in the amount of more than $400.00. You could easily find the invoices that have an exact invoice amount of $400.00 but what if you needed more than that?
Custom properties allow you to search in ranges. This is much more than a simple full-text search.