Setting Configurations

Many aspects and features of Propertybase allow for organizations to customize them as needed by adjusting specific settings. The settings can be adjusted in the Setting object.

Settings can be found for the following features:

The following settings are available for Propertybase versions 1.351 and higher:

If you do not see the setting in your org, you need to add it in order to make the changes you want

  Browsers

  Activity Management

  Email Settings

  Building Stack

These settings are available for all versions of Propertybase:

  Listing and Property relationships 
  Company and Contact Record Types
  New Creation Wizards
  Webservices
  Property Media
  Google Maps

 

 

 

Browsers 

The Single Page Application consists of 4 major components: Browsers, Activity Management, Send Wizard and the Building Stack. Within the SPA there are generic settings that are universal to the entire feature as well as setting specific to each component. These settings allow for administrators to determine which fields can be used for display, filtering and matching. 

 Generic

spa_fields_whitelist

Fields for dropdowns in browser rules or available columns for the list table are defined by the page layouts. Sometimes it's not feasible, beacuse the object does not have page layouts or the field should not be added to it. This setting is used to fill the gap. All fields in this setting will be available for rules or table columns.

The default configuration is hard coded. The user setting only extends the default configuration.

Example (this is also the default configuration):

{
"recordtype": [
"name"
],
"contact": [
"name",
"firstname",
"lastname",
"email",
"createddate",
"lastmodifieddate",
"lastactivitydate",
"ownerid"
],
"user": [
"name",
"companyname",
"division",
"department",
"street",
"city",
"state",
"postalcode",
"country",
"email",
"phone",
"mobilephone",
"fax"
],
"pba__listing__c": [
"createddate",
"lastmodifieddate",
"lastactivitydate",
"ownerid"
],
"pba__property__c": [
"createddate",
"lastmodifieddate",
"lastactivitydate",
"ownerid"
]
}

The setting is case-insensitive and robust against normalization. So you can write pba__Listing__c or pba__listing or Name or name. It doesn't matter.

 

forms_configuration

Defines which fields are taken for the duplicate check and on which object which related objects shall be offered to be created in one step.

Example (there is no default configuration):

{
"objects": [{
"objectName": "contact",
"sidebarComponents": [{
"type": "duplicateCheck",
"searchFields": [{
"field": "name"
}, {
"type": "email",
"operator": "or"
}, {
"type": "phone",
"operator": "or"
}]
}],
"enabledRelations": [{
"objectName": "task",
"relationshipName": "WhoId",
"addByDefault": false
}, {
"objectName": "event",
"relationshipName": "WhoId",
"addByDefault": false
}, {
"objectName": "pba__Request__c",
"relationshipName": "pba__Contact__c",
"addByDefault": false
}]
}, {
"objectName": "pba__Listing__c",
"enabledRelations": [{
"objectName": "task",
"relationshipName": "WhatId",
"addByDefault": false
}, {
"objectName": "event",
"relationshipName": "WhatId",
"addByDefault": false
}]
}, {
"objectName": "pba__Property__c",
"enabledRelations": [{
"objectName": "task",
"relationshipName": "WhatId",
"addByDefault": false
}, {
"objectName": "event",
"relationshipName": "WhatId",
"addByDefault": false
}]
}, {
"objectName": "pba__Request__c",
"enabledRelations": [{
"objectName": "task",
"relationshipName": "WhatId",
"addByDefault": false
}, {
"objectName": "event",
"relationshipName": "WhatId",
"addByDefault": false
}]
}]
}

The setting is case-insensitive and robust against normalization. So you can write pba__Listing__c or pba__listing or Name or name. It doesn't matter.

 

 Matching

browsers_match_mapping

By default matching will use Auto-match searching for the same field name in source and target objects. e.g. a Request city field is matched to a Listing cityfield. This also works out of the box for _min and _max fields.

Auto-match is the standard workflow. The setting should only used as a fallback if the client has created fields, that are not changeable.

If fields do not have the same field name, this setting can map source to target fields. This setting only uses pure field names without _min or _max suffixes. Just leave them away if they exist. (e.g. use price and not price_min). The key is a source object field, the value the mapped target field.

Example (There is no default. Please use Auto-match)

{
"pba__request__c": {
"pba__city__c": "a_differnt_city_field__c"
}
}

This example will look for Listings with field a_differnt_city_field__c == 'Munich' if matching from a Request with the field pba__city__c == 'Munich'

browsers_match_active_field

This setting can be used to define a field that determines the "Active" Status of a record. Example (there is no default)

Example

{
    "pba__Listing__c": {
        "pba__Status__c": [
{ "key": "Active" },
{ "key": "Active - only internally" }
] }, "pba__Request__c": { "pba__Status__c": "Active" } }

This example will look for Listings with Status "Active" or "Active - only internally" from the Request and only match "active" requests.

browsers_match_blacklist

The blacklist is removing fields from a matching source object, before the rules of a list are created. It's also used before a whitelist setting. This setting is object independent. It's a plain list of field names, no matter if they are Request field, Listing fields or Property fields. Note: _min or _max field names are not real field names considered in this list. If you add a min max field like pba__ListingPrice_pb__c both values will be blacklisted.

The default configuration is hard-coded. The user setting only extends the default configuration.

Example (this is also the default configuration):

[
"id",
"name",
"recordtypeid",
"currencyisocode",
"createdbyid",
"createddate",
"isdeleted",
"lastmodifiedbyid",
"lastmodifieddate",
"lastreferenceddate",
"lastvieweddate",
"lastactivitydate",
"ownerid",
"systemmodstamp",
"pba__status__c",
"pba__measurement_pb__c",
"pba__systemexternalid__c",
"pba__systemidxexternalimages__c",
"pba__systemallowedforportals__c",
"pba__systemhasacceptedoffer__c",
"pba__systemhasclosedclosing__c",
"pba__systemhasexclusiveoffer__c",
"pba__systemidxpool__c",
"pba__systemisarchived__c",
"pba__systemisidx__c",
"pba__systemisidxfullimport__c",
"pba__systempoolid__c",
"pba__systemcontrol__c",
"pba__systemisactive__c",
"pba__systemisprivate__c",
"pba__systemisindividual__c"
]

browsers_match_whitelist

The matching whitelist will be executed after the blacklist removes not wanted fields. By default it's empty. Empty means all fields that are not blacklisted are used for matching.

Example (there is no default)

{
"pba__request__c": [
"pba__city__c",
"pba__price_min__c",
"pba__price_max__c"
],
"pba__listing__c": [
"pba__Bedrooms_pb__c",
"pba__bathrooms_pb__c"
]
}

This example will only match City and Price for matching Listings and only Bedrooms and Bathrooms for matching Contacts.

  

 Activity Management

activity_manager_config

You can define fields that should be shown on the detail screen of the activity manager.

The default configuration is hard coded. The user setting only extends the default configuration.

{
"event": [
"type",
"description",
"activitydate",
"startdatetime",
"enddatetime",
"isalldayevent",
"location"
],
"contact": [
"phone",
"email"
],
"task": [
"type",
"activitydate",
"description",
"priority"
]
}

 

Email Settings: Send Wizard

loewy_token

The loewy token is a string required to send out email. If you don't yet have one please request it from Propertybase Support.

loewy_config

Loewy config can handle several configuration options for the send wizard.

  • listing_page_layout: Defines which fields are shown in the select content section of the send wizard for a listing.

  • opt_out_fields: This is an optional setting. The user can define checkbox or formula(checkbox) fields for email and pdf. If the checkbox is true (checked) the contact does not receive the email or the PDF is not created for this contact.

Example (This is also the default for listing_page_layout. opt_out_fields don't have a default):

{
"listing_page_layout": [
"name",
"pbmock__listingprice_pb",
"pbmock__address_pb",
"pbmock__postalcode_pb",
"pbmock__city_pb",
"pbmock__totalarea_pb",
"pbmock__yearbuilt_pb"
],
"opt_out_fields": {
"email": "donotcontact",
"pdf": "pba__hasoptoutpdf__c"
}
}

 

favorites_mode

Please check the Favorites Mode Documentation for further details.

Example (this is also the default configuration):

strict

 

favorites_synchronous_limit

This setting does something with limiting the synchronous.

Example (there is no default)

100

 

 Building Stack

building_stack_colorization_patterns

Specifies the available colorization patterns.

  • Each entry needs a unique key (which is not a field, name it as you like).
  • The colors map to predefined css classes (we will add a variety of default colors). Also color codes will be available in the future.
  • You may choose either categorical or ordinal as pattern type. In the first case a field value is mapped to a color. In the latter case a numeric field value is clustered into a range which is mapped to a color.

Example (this is also the default configuration):

[
{
"key": "latest_listing_status",
"field": "latest_listing.pba__Status__c",
"type": "categorical",
"mapping": [
{
"label": "Active",
"value": "Active",
"color": "green"
},
{
"label": "In Preparation",
"value": "In Preparation",
"color": "yellow"
},
{
"label": "Reserved",
"value": "Reserved",
"color": "orange"
},
{
"label": "Sold",
"value": "Sold",
"color": "red"
},
{
"label": "Rented", "value": "Rented", "color": "red"
}
]
},
{
"key": "lease_expiration",
"field": "latest_listing.pba__Lease_Expiration__c",
"type": "ordinal",
"parseWith": "daysFromNow",
"mapping": [
{
"label": "< 6m",
"to": "182",
"color": "red"
},
{
"label": "6-12m",
"to": "365",
"color": "orange"
},
{
"label": "12-24m",
"to": "730",
"color": "yellow"
},
{
"label": "> 24m",
"to": "9999999",
"color": "green"
}
]
},
{
"key": "price_range",
"field": "latest_listing.pba__Listingprice_pb__c",
"type": "ordinal",
"parseWith": "normalizeRange",
"mapping": [
{
"label": "Lower",
"to": "33",
"color": "green"
},
{
"label": "Medium",
"to": "66",
"color": "yellow"
},
{
"label": "High",
"to": "100",
"color": "red"
}
]
}
]

building_stack_master_property_relation_field

Specifies the property field that defines the relation to it's master property.

Example (this is also the default value):

pba__Master_Property__c

building_stack_mass_actions

Specifies the available mass actions.

Availbale actions are:

  • create_listings - Creates a listing for everey selected property.
  • send_email - Opens the send listing wizard with the latest listings of the selected properties (if they have a listing).

Example (this is also the default configuration):

[
{ "key": "create_listings" },
{ "key": "send_email" }
]

building_stack_group_by_fields

Specifies the fields that are available for grouping.

Example (this is also the default configuration):

[
{
"key": "pba__Floor__c",
"default": true
},
{
"key": "latest_listing.pba__Status__c"
}
]

You may specify the default group by field by using the default option. You have access to the latest associated listing via a virtual relation latest_listing. The latest listing is the one having the latest possible creation timestamp.

building_stack_child_property_fields

Specifies the fields that are shown on the child property level.

Example (this is also the default configuration):

[
{ "key": "pba__Address_pb__c" },
{ "key": "pba__Floor__c" },
{ "key": "pba__Totalarea_pb__c" },
{ "key": "pba__Propertytype__c" },
{ "key": "latest_listing.pba__Listingprice_pb__c" },
{ "key": "latest_listing.pba__Status__c" }
]

 

Listings and Property Object Settings

listingToPropertySync_syncSameNames

Controls whether fields with the same names are synced (by default true)

Type: Either true or false -- Default:

true

listingToPropertySync_blacklist

A blacklist of fields that should never be synced

Type: A JSON list of fields -- Default:

[
"Example__c",
"Example2__c"
]

listingToPropertySync_additionalMapping

An additional mapping between fields with different names

Type: A JSON map from fields to fields -- No Default:

{ 
"FieldA__c": "pba_123_c",
"FieldB__c": "pba_456_c"
}

propertyToListingSync_syncSameNames

Controls whether fields with the same names are synced (by default true)

Type: Either true or false -- Default:

true

propertyToListingSync_blacklist

A blacklist of fields that should never be synced

Type: A JSON list of fields -- Default:

[
"Example__c"
]

propertyToListingSync_additionalMapping

An additional mapping between fields with different names

Type: A JSON map from fields to fields -- Default:

{ 
"pba_123_c": "FieldA__c",
"pba_456_c": "FieldB__c"
}
listingToPropertySync_syncAutomatically

Controls whether listings should automatically be synced to their properties

Type: Either true or false -- Default:

true

Company and Contact Settings

account_recordTypeDefaultCompany

The default company account record type developer name

Type: A record type developer name enclosed in "..." -- Default:

"Company_pb"

account_recordTypeDefaultIndividual

The default individual account record type developer name

Type: A record type developer name enclosed in "..." -- Default:

"Individual_pb"

contact_individualRecordTypes

The RecordTypes that should be considered as individual contacts

Type: A JSON list of RecordTypes -- Default:

["Individual_pb"]

contact_recordTypeDefaultCompany

The default company contact record type developer name

Type: A record type developer name enclosed in "..." -- Default:

["Company_pb"]

contact_recordTypeDefaultIndividual

The default individual contact record type developer name

Type: A record type developer name enclosed in "..." -- Default:

["Individual_pb"]

Account Settings

Settings                  Default Value Description
account_recordTypeDefaultIndividual                  'Individual_pb' If record type not set, it will default to Individual client
account_recordTypeDefaultCompany                    'Company_pb' If record type not set, it will default to Company record type
account_disableAccounts                              'false' //when set, system as if Accounts would not exist When set system behaves as if accounts would not exist. Same as Contact_enableIndividualAccounts. To be revisited for removal
accountNewWizard_accountFields                     

'BillingStreet;BillingCity;BillingState;BillingCountry;

BillingPostalCode;Phone;Website'

Displays fields on New Company Wizard
accountDuplicateFinder_overviewFields                'Phone;Website' Displays fields on the Potential Duplicate check section on bottom of wizard
accountDuplicateFinder_compareFields                'Phone;Website' Uses fields for dutplicate check
adoption_trackingEnabled                            'true' Enables user adoption feature

 

New Wizard Settings

Contact New Wizard

Settings                  Default Value Description
contact_enableIndividualAccounts                    'true' //enables special logic for indcontacts To create a contact "without" an Account
contact_syncAccountRecordType                        'false' Will copy record type for Account to the contact record for Company Contacts
contact_recordTypeDefaultIndividual                  'Individual_pb' Defaults created contact to specified record type
contact_recordTypeDefaultCompany                    'Company_pb'  
contactNewWizard_contactFields                      'Email;MobilePhone;Phone;LeadSource'  
contactNewWizard_accountFieldsDuplicatesOverview    'BillingCity;BillingStreet'  
contactDuplicateFinder_overviewFields                'MobilePhone;Phone;Email;MailingPostalCode;MailingCity' Displays fields in Contact Wizard for Potencial Duplicates
contactDuplicateFinder_compareFields                'MobilePhone;Phone;Email' Fields in which contacts wil be tested for Dups

Listing New Wizard

Settings                  Default Value Description
listingNewWizard_listingFields                      'pba__City_pb__c' Displays fields on New Listing Wizard
listingNewWizard_duplicateCheckCommand              'pba__Address_pb__c%>pba__City_pb__c%;%Name%' Uses these fields to check for duplicate titles of existing listings
listingNewWizard_propertyDuplicatesFieldsOverview    '' Used to check property fields for duplication on listing creation
listingNewWizard_listingDuplicatesFieldsOverview    '' Used to check listing fields for duplicate records on creation
listingNewWizard_recordTypeMapping                  '{}'  

 

Webservice Settings

Settings                  Default Value Description
webserviceWebToProspect_dupeBehavior                'enrich' //or none, override Sets de-duplication behavior for webservices
webserviceWebToProspect_dupeStrategies              'email' //also: externalid;phone;plugin Sets strategy for de-duplication
webserviceWebToProspect_contactRecordTypeDevName    'Individual_pb' Sets default record type
webserviceWebToProspect_externalIdField              'pba__SystemExternalId__c' Sets external ID field for uniqueness
webserviceWebToProspect_dupeBehaviorListing          'none'  
webserviceWebToProspect_dupeStrategyListing          'externalid'  
webserviceWebToProspect_externalIdFieldListing      'id'  

 

Property Media Settings

Settings                  Default Value Description
propertyMedia_filterManagerProfiles                  'true'  
propertyMedia_imageExtensions                        'jpg,jpeg,gif,png'  
propertyMedia_documentExtensions                    'pdf,zip,rar,swf,doc,docx,xls,xlsx,ppt,prtf'  
propertyMedia_videoExtensions                        'mov,avi,m4v,mkv,mpg,flv'  

 

Google Maps Settings

The following settings allows the administrator to modify certain aspects of the Google Maps component found in Listing and Property records.


Settings Default Values Description
googleMap_fieldsAddress pba__Address_pb__c;pba__City_pb__c' Determines which fields are used for the address search query
googleMap_fieldLongitude pba__Longitude_pb__c' Field used for Google Maps longitude
googleMap_fieldLatitude pba__Latitude_pb__c' Field used for Google Maps latitude
googleMap_openMapParameter popup' How the large version of the map is open
googleMap_openMapWidthParameter 800' Width of Google Map Component
googleMap_openMapHeightParameter 600' Height of Google Map Component
googleMap_mapZoom 17' Standard Zoom
googleMap_mapTypeId HYBRID' Type of map displayed

 

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