Dynamic Property Cards - Layouts (Controlled Availability)

What's New

Note: Dynamic Property Cards is in controlled availability.
Contact your Clarizen Customer Success Manager or Clarizen Support to request access.

 

Custom Property Cards for Work Items and Cases can be displayed based on admin-defined rules and conditions, rather than the default layout set in the viewer's Profile.

For example, display a Property Card layout based on the type of Project, its department, and its current state. Each Work Item / Case can have multiple layouts, each with its own set of rules.

As conditions change, the layout dynamically updates based on the rules that match the new condition.

So a project in Draft state may display a specific field, but when in Active state, the same field is irrelevant and therefore removed from the layout.

If the Work Item/Case does not match a rule when a user views the Property Card, they’ll continue to see the Property Card from their Profile.

You can have up to 20 active rules per item type (Project, Task, Request, etc.).

Benefits

  • Remove the clutter - Optimize views to display only relevant fields
  • Save time - Spend less time scrolling through long lists, reduce the number of searches in the Property card, and eliminate the need for users to switch profiles
  • Dynamically update and refresh the information that is displayed as projects progress, states change, costs are updated, etc.
  • Reduce maintenance of Profile-level Property Cards

How it Works

A new Layouts section in Settings gives admins the option to create custom layouts based on one or more rules.

The Layouts section under Settings displays a list of Layouts for the selected Work Item or Case

 

To create a new Layout:

  1. Go to Settings > Layouts.
  2. In the left menu, select the Work Item or Case (Project, Task, Issue, etc.).
  3. Click New Layout.

  4. Enter a Layout name and description.
  5. Set Evaluation Criteria.
    Add up to 5 rules per layout. You can create basic and advanced rules.

    Basic rules

    In the Rule field, select the field. Select the operator and Value or Field depending on what the rule field is based on.

    Example - This layout is displayed based on the Project State


    Example II - This layout is displayed when the person viewing the Project is the Project Manager


    Advanced rules
    • Let you create formulas with OR conditions using ”||”
    • Let you access user fields using CurrentUser().Profile to build display rules that use both item fields AND user fields
    • Let you use more advanced functions like:
      • HasRole
      • IsMemberOf
      • IsMemberOfProfile
      • and more..

Example - This Layout is displayed for a specific Profile (Executive) or for Bob Smith

Note: Rules based on Rich-Text Area fields are not supported.

  1. If you want additional conditions, click Add rule condition.
    Tip: Click the icon to duplicate a rule to create a similar rule.
  2. Drag fields to and from the sections in the Layout. Move them within the sections as needed.

    drag.gif
  3. To add a new section click Add Section below the existing sections. Add and remove sections as needed.
  4. Click Save.
  5. In the Layouts list, enable the new layout.

  6. Set a Run Order. The Run Order defines which rule is applied. Rules set higher will override those set lower down.

Click here for an on-screen tour 

 

Have more questions? Submit a request

Comments

  • Avatar
    Antony Willers

    Now this does look good. This will allow me to streamline panels based upon project status, active, on hold etc., but also refine the view dependent on the user viewing the project

  • Avatar
    Kristin Rohrer

    Will this feature eventually be rolled out to other Property Cards, for example the Customers module?

  • Avatar
    Antony Willers

    Hopefully this will roll out for all modules. Could be very useful in Timesheets with rules for a PM to manage effort against the tasks

  • Avatar
    David Goulden

    We don't have a firm plan to roll this out for other modules yet and are waiting for feedback.
    We have already one customer asking to support Custom Objects.

    Kristin - how would you use this capability for Customer property cards?
    Antony - your timesheet one has me very intrigued. Can you describe the scenario you mentioned in more detail?

  • Avatar
    Antony Willers

    Hi David, Timesheets generally prove problematic with staff always 'forgetting' to update them. We always have a PM assigned to each project, so they could update the timesheets for their allocated resources. Keeping control of effort and costs is part of a PMs responsibility, but at the moment staff have different line managers / team leaders, so we don't have anyway to permit PMs to update the timesheets.

  • Avatar
    Kristin Rohrer

    Hello David, within our Customers we have 'sub-customers' (for example we have Companies, and linked to those Companies have multiple Plants). If I am on a Plant, I need to see plant-specific information in the property card. Likewise, if I am at the Company level, I have other higher-level data I would like to display in the property card. I can provide some screenshots if this is unclear.

  • Avatar
    Antony Willers

    Hi David, following the responses from myself and Kristin, does this help describe the suggested requirement?

  • Avatar
    David Goulden

    Hi Antony - Kristin's point is clear. We will see if we can add support for Customers and Custom Objects soon.

    I think your point seems to refer to something else - I don't think that's a property cards issue but maybe a permissions issue.
    There is a system setting to have PM's update timesheets. Additionally you can add Aggregated Timesheets panel to the Project so you can see what users have reported.

  • Avatar
    Antony Willers

    Hi David, I did check the system settings for Time Tracking. the only PM option is to approve timesheets, not book the time which is what I would like. Any other ideas?