Data Administration
Metadata Management
User roles: ✔ Application Administrator ✔ Data Administrator In this article, we will explain how to edit meta-data on your Fluid instance so that ...
Setting up Custom Properties
Fluid includes a core set of first-class properties across its different entities — such as projects, boards, schedule tasks, and user records. These ...
Using Custom Properties
Custom properties extend Fluid’s data model to capture organisation-specific information across projects, boards, meetings, and other entities. Once s...
Conditional Custom Properties
Conditional properties are about setting the visibility of a property based on the answer to another property. This can be compared to the skip logic ...
Dynamic Logic Expressions
Dynamic logic expressions let you define how custom properties behave — for example, setting default values, applying conditions, or calculating resul...
Setting up Custom Property Shared lists
Custom properties provide you with an easy way to capture your organisation's taxonomy and set your own reporting data. They can be created for any Fl...
How to Convert Custom Property Values to Shared Lists
If you have multiple custom properties representing the same data, you should consider converting the data list to a shared list so that it can be mai...
Global Themes
User roles: ✔ Application Administrator ✔ Data Administrator Use global themes to tag your content and give it more insight. Content tagging a...
Meeting Setup Page
User roles: ✔ Application Administrator ✔ Data Administrator The Meeting Setup page allows you to configure meeting types, meeting themes and mee...