Setting up custom properties in TeamSlide allows you to add metadata to your PowerPoint slides, images, and video content. If you already have metadata in your content management system (CMS), such as SharePoint or Box, TeamSlide can import and keep them synced. This allows you to leverage the taxonomy you’ve already implemented, and continue to keep your CMS as the single source of truth. Using your slide library’s metadata will help streamline searches and allow for focused filtering.
In the steps below, we will:
- Add a custom property
- Import existing property values from your content management system
Creating custom properties
1. Log into the TeamSlide web portal.
2. In the Main Menu, select Property Settings.
3. Select Add custom property at the top. There are a variety of options to choose from to help you create the best custom properties for your content. See the breakdown of custom property settings below.
Breakdown of custom properties settings:
- Display name Choose a name for your custom property. For example, if you are creating a property to add industry metadata, you could enter ‘Industry’ as the display name.
- Data type Determines how the data will be defined
- Text Displays plain text
- Number Displays numerical values
- Date Displays in date format (MM/DD/YYYY). Where dates can be edited, a visual date picker is used.
- Date+Time Displays as date and time
- True/false Defined as a Boolean variable
- List value Displays possible custom values that may fall under the main display name. For example, with the display name ‘Industry,’ you may provide list values such as manufacturing, finance, and transportation. Note: By unchecking ‘Allow editing,’ TeamSlide will automatically populate the possible list values.
- Hierarchy Use to specify a path or subcategories if applicable
- Multiple values Check this option if setting more than one value is required. Note: This value cannot be changed after creation.
- Use for combined search If checked, the main search will also check against values of this property. As an example, let’s define Finance as a value under an Industry property. With this option selected, when a user searches for ‘finance’, slides with Finance as a value for Industry will show in the results even if ‘finance’ is not in the slide content.
- Show in advanced search If checked, a specific field for this property will be added to the Advanced search page.
- Display position Adjust this value to set the order you want the properties displayed in the Information view and in the Advanced search page.
- Relevance in combined search The degree to which a field is weighted in a search.
- Slop relevance in combined search Slop is the distance between the words you are searching for. Search terms that are closer together on a slide are weighted more. The higher the entered value is, the higher results with terms close together rank.
- Allow editing If checked, users with edit permissions will be able to make changes. Do not check for a property pulled from your content system (e.g. SharePoint)
- Value required If checked, entering a value is mandatory.
- No from/to filter If checked, only an ‘equals’ search restriction will be used for this property. This is particularly useful when no sequential pattern is used. For example, it would not be useful when assigning a randomized ID property
- Allow browsing If checked, users will be able to browse by different values for this property. This will allow users to browse through different properties (e.g. tags, industries) to find content. It is helpful when a user isn’t sure what to search for as it will narrow results into a smaller set of content.
- Allow filtering If checked, users will be able to use this property for filtering after searching. For number and date properties, filtering is only available if ‘Multiple values’ is unchecked.
- Record with download If checked, the current value of the property will be recorded in the download logs.
- Displayed values Select the number of values that are initially displayed on the details page. This is useful for companies with many tags and would benefit from simplifying the UI.
- Display level Select where the property should be displayed and used (Details, More details, Edit page, Nowhere)
- Search caption If the display name does not match in terms of what people are searching, you may add a custom text caption.
4. After configuring the custom property settings, click Save. (Note: Skip any settings under Import settings if you aren’t importing values from a content system)
Importing custom properties from a content system
- After completing the steps above (Create a custom property), Select the appropriate values under Import settings.
- Value source Select from which source this property should be filled when replicating (e.g. file name, list of parent folders). You’ll find a few standard CMS properties (e.g. Box tags). For SharePoint and other custom properties, select Custom… and type in the Technical name.
- Add-in Check if this property is updated by a specific add-in, not the regular replication task. *Do not check unless you desire to import content in a non-standard way. Contact TeamSlide support at firstname.lastname@example.org if this is something you’d like to configure.
- Linked document Check if the actual property values come from linked documents. *Do not check unless you are working with TeamSlide for an on-premise installation as a single customer.
- Value input For a linked document, select how the actual value is read from it (Document name or Document name URL-encoded)
- Transformation For replication, select if we need to apply transformation for values
- Skip criteria If you want to skip content based on a specific property value, enter the value here. Documents with this property value won’t be replicated and won’t be able to TeamSlide users.
4. After configuring the custom property settings, click Save.
5. Within the Custom properties tab at the top, you can view all custom properties that have been created and edit or delete each property.
Using custom properties to organize and sort your data will help you find content in your slide library faster and will also allow you to view more detailed analytics of slide usage. Whether you use Box, Google Drive, or SharePoint to manage your slide library, incorporating metadata like tags or properties will provide a vast amount of value in terms of search efficiency and analytics.