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Edit-box Properties

Use the Edit-box properties pane to specify how an edit box control can let users view and enter values stored in the vault database.

To display the properties pane, in the Card Editor, click Edit (Controls toolbar), and click in the card to place the edit box.


An edit box must be linked to a variable. The value entered in the variable is stored in the vault database. See Data Card Variables.

Variable name

Select from existing variables defined in the vault.


Click to open the Edit Variables dialog box to create a new variable, or check the properties of an existing variable.


Depending on the variable type, validation restricts the length or values that can be entered in the edit box. For example, if the variable is Date, you specify a date range to be validated.

Check Min or Max and enter a value or range.



Makes the edit box read-only, so that values cannot be entered by the user.

Show in Explorer

The variable and stored value of the edit box is shown in the client Preview tab.


Allows multiple text lines to be entered into the edit box. The text wraps automatically.

Updates all configurations

All file card configuration tabs are updated by the value entered in the edit box.

Default value

Select an option to automatically enter a default value in the edit box when new files or items are created. See Assigning Default Values.

Text value

Enter a static text string to be used as the default value.

Special value

Select a dynamic value to be used as the default value.
  • Current time
  • File name
  • File name without extension
  • File path - Full path and file name to the selected file
  • Logged in user
  • Today's date - Current date
  • User (xx) - Full name, initials, or user data of logged in user.

Serial number

Select a serial number to be used as the default value.

See Serial Numbers.

Folder data card variable

Select a folder data card variable whose value will be used as the default value.

For example, if you select the folder card variable Project and the folder data card has a value of P05, when a user adds a new file to the folder, the edit box has the default value P05.

File data card variable

(Item cards only.) Select a file data card variable whose value will be used as the default value.

For example, if you select the file data card variable Project and a file has a value of P05, when a user creates a new item from the file, the edit box has the default value P05.

When creating items for configurations, values come from the referenced configuration, or if empty, the custom properties (@ tab). Therefore, if you want item card values to exactly match configuration values, ensure that all mapped configuration variables have values by defining those properties as required. Alternatively, do not use custom properties.

When creating items for CAD files (not specific configurations), values come from the custom properties.

Default overwrites

Overwrites the existing variable value with the default value when users copy or add files or items.

Excluded Configurations Configurations from which to exclude default values.

Exclusion occurs when files are added to the vault or when the addition of a new configuration generates default values.

Type one configuration name per line.

You can use * as a wildcard. For example *magnet* excludes all configurations with "magnet" in the configuration name.

Configurations are not excluded if users manually generate values such as serial numbers.

Input formula

Specify an input formula to populate an edit box control with a string built up by values from variables linked to other controls on the data card. See Using an Input Formula.

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