Property Sheet Definitions
Property Sheets are a spreadsheet-like interface to edit objects with each row of the grid representing an object and each Column representing a particular attribute of the object (e.g. for Fields - OID, Field Name, Is Log etc).
Sheets can be defined for Form Fields, Edit Checks, Folders and Custom Objects It may be possible to define sheets for other objects in future.
Property Sheets are defined at the URL level and may be assigned to Project Roles. Property Sheets may also be assigned to Project Owners or to all users who can view that project.
A Property Sheet will only be available to users in a Project if the Property Sheet is Active and:
The user has a Project Role that the sheet has been assigned or
The user is the Project Owner and the sheet has been assigned to the Project Owner or
The Property Sheet has been set to allow All Users and the user can view that project (either because they have an assigned Project Role for the Project or the Project is set to allow all users in the URL to view it)
A Property Sheet will be read-only to users who do not have editing permissions for the data that appears in the sheet.
Properties of a Sheet Definition
Some attributes may be omitted and attribute names can be changed so that for instance the user sees "Source Document" instead of "Verify" as a column heading.
Custom help can be defined for each column in the grid to provide users with guidance on what they should enter for a particular attribute and Custom Field properties can also be shown in the grid and placed in any column position. This can be useful for global librarians and other users that need to manage custom metadata alongside standard Medidata Rave field attributes.
Each Property Sheet Definition has the following attributes:
Attribute |
Description |
---|---|
Type |
The type of Object that this property sheet is specified for. Currently fixed to "Form Fields". We may add the ability to define Property Sheets for other objects in the future. |
Sheet Name |
The name of the Property Sheet. This will appear as a tab heading in the Object Editor for the object type. |
Ordinal |
The order of the Property Sheet for this Object Type. If multiple sheets are defined for an Object Type then the tabs for them appear in Ordinal order. |
Frozen Columns |
How many of the leftmost columns of the property sheet are frozen? Frozen means that they do not scroll - similar to frozen columns in a spreadsheet. |
Active |
Is this Property Sheet active for the user? If the sheet is not marked as Active then it will not be shown to the user. This allows sheets to be retired if no longer required. |
Description |
A description of the purpose of the sheet. This text appears as help to the user above the grid in the Object Editor. |
Configuring Columns in the Sheet
The configuration for a Property Sheet is managed by a grid of possible properties including custom properties defined for Fields in the URL. Each row of the grid represents a Field attribute that may be displayed as a column in the editor to the user:
Description |
|
---|---|
Row Number |
The display order. Drag rows higher or lower in the table to select where in the user view this column will appear. |
Show |
Whether or not to show this column to the user. If unchecked then the user will not see this column. Note that the default value set for this column will still be applied. |
Name |
The identifier for the column. This is normally the name of the attribute as it exists in Medidata Rave. This cannot be changed and is not seen by the user. |
Heading |
The attribute name as seen by the user as a column heading in their editor grid. A heading is required. |
Width |
The default width of the column in pixels. Users can resize columns (similar to a spreadsheet) but this is the default size of the column the user will see each time they view the property sheet. A value of "Auto" means that the width will initially be set to an automatically calculated width. |
Max Width |
The maxumum width that a user can make the column. This must be set to a higher value than initial width if that value is not "Auto". |
Read Only |
Can the user edit this column? If checked the user cannot edit the column. Note that not being able to edit some data can make an object invalid so that it cannot be saved. For example, a Field must have a Field Name. No Input fields are automatically set to read only (see below). |
Input Style |
Some attributes are boolean (True/False). By default these will be presented as checkboxes to the user. This option can be used to change the input style to a drop-down with True/False choices. This cell cannot be edited for Text and informational "No Input" columns. |
User Help |
If a column has user help then it gets an information icon and shows this help when the user hovers their mouse over the column header in the editor. |
Group |
Attributes can be arranged into Groups. Currently this feature does not do anything but it will be used in future to allow hide/show of sets of columns based on the Group name (e.g. hide all columns related to Edit Checks or Data Review) |
Default |
The default value for this column if a new row is added to the editing grid (e.g. a new Field is added). This can be used to provide sensible defaults for attributes on new objects. |
Design Comment |
The user will never see the information in this column, it is provided to allow the designer of the Property Sheet to communicate notes about the setup of the sheet. |
Custom Proprties (Metadata) Columns
If a Custom Property has been defined for an object in the URL then the name of that custom property will appear as a column in the corresponding Property Sheet definition. For example, if a Custom Property for Fields has been defined as "SDTM Variable Name" then this column will appear in the Property Sheet Definition table as a new row at the bottom of the grid. By default it will be set to Show = False/Unchecked but it can be made visible and moved like any other fixed attribute of the object to a different column position.
If a Custom property for an object is deleted, it will be automatically removed from all Property Sheet Definitions.
Informational (No Input) Columns
Some columns in the property sheet columns list may have an input style of "No Input". These are informational fields which show some summary of information for the object. For example, in the Form Fields property sheet definitions "Coding Information" shows a summary of Coding setup for the Field but it does not allow the user to change any values for coding, that must be done in the normal field property editor.