Apply manager property values to new positions

This article explains how to apply a manager’s values to new positions which are added to the organization.  Values which are generated are default values which can be over-written manually if necessary.  

Important note:  The expression provided below must be set to Run for New Nodes (Step 9, below).  If this is not specified, your dataset will be compromised.



 

1. Open ‘Manage Properties’ from Settings or Workspace
   1. From Settings:
      1. Select the requires dataset
      2. Select ‘…’
      3. Select ‘Manage properties’
   2. From Workspace:
      1. Select ‘Data’
      2. Select ‘Manage Properties’

2. Select the property which new positions will inherit values from their manager (function in this example).
3. Select the ‘Property’ tab.
4. Copy (CTRL+v) the Key for the property.

5. Select the ‘Values’ tab.
6. Select (check mark) ‘Populate values using an expression’.
7. Select the arrow to expand the ‘Expression’ option.
8. Paste the property key from step 4 into the following expression to replace the highlighted texr, then copy and paste the expression into the expression box. 

node.parent.pastePropertyKeyHere

9. Select (check box) the cell for ‘New Nodes’ and ‘Pre-filtering’.
10. Select ‘Save’.
11. Select ‘Close’.
12. Reload Orgvue.

• When Positions are added, the new position ‘inherits’ the value of the manager.
• The default value can be manually edited if required.

• Repeat the process for other properties as appropriate.

Related Articles:

• Managing properties and property values
• Populating property values with Expressions
• Code snippets for common expressions
• Editing property values
• Populating property values for new positions efficiently  
• Duplicate existing positions by 'Cloning'