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How to Determine Where a Property Is Used

Updated over 2 weeks ago

Overview

It can sometimes be useful to see exactly where a property is used in the system, including what rules and forms use it. This article explains how to find this information.

Used In Links

LocatePropertyUsedIn.JPG

Navigate to Shareholding Disclosure > Monitoring > Rules > Properties, and search for the property in question using the data table's column headers on the resulting page.

Once on the property details modal, select Used in rules to return a list of all the rules the property is used in. Similarly, the Used in documents link will show a list of the forms using the property.

Selecting Used In shows the tokens (e.g dataviews, calculated properties, or rule logic) directly using this property.

Some rules directly use a property, which is why they may be listed in both the Used in and Used in rules lists. Within both the Used in rules and Used in lists, you can toggle between viewing the latest version of a rule the property is used in or all versions.

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