This article explains how to use the Region management feature in Prism's My Properties section. Regions provide a hierarchical organization structure, allowing each property to belong to only one region.
Unlike Property Groups, which offer flexible many-to-many relationships, Regions enable strict filtering capabilities. This feature enhances property analysis and management by allowing users to combine Region filters with other property attributes for precise data views across the platform.
- Create Regions Directly from the Regions Tab
You can now create new regions without leaving the Regions tab. This direct access allows for quicker region setup and organization of your properties.
- Edit Existing Regions
We've added the ability to edit existing regions right from the Regions tab. This feature enables you to update region details easily, ensuring your organizational structure stays current and relevant.
- Add or Remove Properties within Regions
Perhaps the most significant update is the ability to add or remove properties from a region directly on the Regions page. This new functionality offers:
- Immediate property assignment to regions
- Quick removal of properties from regions
- A comprehensive view of your region's composition
- Streamlined Workflow
These updates are designed to create a more intuitive and efficient workflow. You can now manage your regions and their associated properties all in one place, reducing the need to navigate between different sections of the platform.
FAQS
- Q: What is the difference between Regions and Property Groups?
- A: Regions have a one-to-many relationship with properties (each property belongs to one region), while Property Groups have a many-to-many relationship (properties can belong to multiple groups).
- Q: Where can I use region filters in Prism?
- A: You can use region filters in any grid view by clicking "Show Filters" and expanding "Property Filters".
- Q: Can I assign a property to multiple regions?
- A: No, each property can only be assigned to one region at a time.
- Q: How do I create a new region?
- A: Navigate to 'My Properties', go to the 'Regions' tab, click 'Create Region', enter a name, and assign properties as desired.
- Q: Can I edit an existing region?
- A: Yes, you can edit existing regions directly from the Regions tab.
- Q: How do I add or remove properties from a region?
- A: You can add or remove properties within regions directly on the Regions page.
- Q: How does filtering by region work?
- A: Regional filters are exclusive, showing only properties that specifically belong to the chosen region.
- Q: Can I combine region filters with other property attributes?
- A: Yes, you can combine region filters with other attributes like owner or property groups for more specific data views.
- Q: How do regions enhance property management in Prism?
- A: Regions allow for hierarchical organization, strict filtering, and more precise data analysis, improving decision-making and operational efficiency.