Skip to content
English
  • There are no suggestions because the search field is empty.

SDL Desktop - Property Items

This guide is for SDL Desktop users who need to flag a property with a warning or note visible to other departments. Reference it for the steps to create a Property Item, set its level, type, and category, and configure which departments see the warning.

  1.  Property Items can be added by clicking New in the Property Items data grid, or from the Tasks menu by clicking Property Item. A Property Item flags a specific block and lot with a warning or note that other departments can see. 

  2.  Select Create Blank New Property Item, or Create New Property Item from Selected Template, then click OK.           

  3.  In the Item tab, select a Level, Type, and Category in the General section. Level sets how the warning displays: General, Warning Green, Warning Yellow, and Warning Red are color-coded indicators, while User Prompt triggers an actual pop-up when the linked block and lot is used on a permit (this option requires some additional setup). Type is a custom label describing the kind of warning (for example, Elected Official or Vacant Building). Category is where the specific note or instruction goes, such as a redaction notice or a general warning. In the Optional section, an image can be added, and an Assigned Department and Assigned User can also be selected. 

  4.  In the Location tab, enter the Location information in the Property section. This links the Property Item to a specific block and lot, so the warning will surface automatically anytime that block and lot is used elsewhere in the system, such as on a permit. 

  5. Contact information can be entered in the Contact tab.

  6.  In the Departments tab, select which Departments will be Shown and Warned about the Property Item. Show controls which departments can see the Property Item when browsing or searching. Warn controls which specific modules will actually display the pop-up warning, so you can choose exactly where it appears. 

  7. Attachments can be added in the Related tab.

  8. Click OK to exit.