How to Create Properties and Tables

🎯 Objective

In this article, you'll learn how to structure tables and configure Properties within your document and contact management templates. This process allows you to organize information, automate data entry, and maintain consistency across all documents generated from your templates.

This article includes the following sections:

• What are Properties?
• How to Create and Configure Properties and Tabs?
• Frequently Asked Questions

🆕 What are Properties?

Properties are "containers" of data that organize and connect information within your documents. They offer a practical way to manage information in various formats, such as text, number, date, list, and more.

➕ To learn more about properties, visit this article.

📚 How to Create and Configure Properties and Tabs?

1. Creating a New Tab:
   The first step in structuring your information with Properties is creating new tabs. To do this, click on the "+" button in the tabs section.
2. Adding a New Table or Card:
   Within a newly created tab, click on the "Create new group" button to insert a table or card structure and name it as you prefer.
   
   
3. Adding a Property:
   If you choose the table option, click the "+" button in the table to add a new property. From there, you can use an existing property or create a new one.
   
   - Using an Existing Property:
   Properties are global and apply to all documents and templates. Try searching for a property that already exists in your environment. This helps with standardization and makes document management easier.
   
   - Creating a New Property:
   If you don’t find a Property that suits your use case, go to "See more" and then click on "Create new Property." Follow the steps to choose the data type, format, and description. Once done, add the property to your table.
   
   
4. Creating New Rows and Columns:
   If you’ve made it this far, it means you have a structure ready to receive your data. Create as many rows or columns as you want, and fill them out afterward.

📌 Tip: After configuring your tables and Properties, you can choose to fill in the information manually or automate the process using variables in your template in Lexin through the "fill with variables" function. This feature allows user responses to questionnaires to automatically populate tables, saving time and effort.

❓ Frequently Asked Questions

1. Why can’t I see the "+" option to add tabs?
   The option to add tabs will only be enabled if you have "Edit" permissions for management tables in your access profile.
   
   

2. Why do I get a warning that "this property is already in use" when I try to add it to my document?
   A property can only be used once per document. This restriction promotes data standardization and allows generated dashboards to be more accurate.