Add or Edit an Attribute
Attributes are the fields that can be added to categories.
To add or edit an attribute:
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Select the section that you want to add the attribute to from the Select section drop-down list.
Note: If you opened the Attribute Manager by clicking the Manage Attribute Definitions option in the Tasks panel, this field is read-only.
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Do one of the following:
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Right-click on the relevant category and then select New > New Attribute to add a new attribute.
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Right-click on an existing attribute and click the View option to edit it.
The Attribute Definition window is displayed.
Note: You can also add a pre-existing attribute by right-clicking on the relevant category and then selecting New > Select Attribute. This displays the Select window where you can select the relevant attribute.
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- Enter or edit the relevant details. The fields displayed are dependent on the Type field.
The fields common to all attribute types are described in the following table.
This field | Holds this information... |
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Name | The name of the field. |
Show When Empty | Whether to display the field if there are no values. |
Is Mandatory | Whether the field is mandatory. |
Category | The category to which the field belongs. Select from the drop-down list or click the Create New Set link to add a new category. |
Description | A description of the field. This is displayed at the bottom of the Attribute Manager when the attribute is selected. |
Type |
The field's data type. Select from the following:
|
Condition | A condition that enables or disables the field depending on another attribute's value (for example: entering a condition of [<attribute name>]>9 only enables the field if that attribute is greater than 9). |
Additional fields depending on the Type are defined in the following drop downs:
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
This field | Holds this information... |
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Common Mask | This forces the particular formatting of data entry into a field. Currently, there is only one option for both the Decimal and Number types - DefaultDecimal (that is: a decimalised number) and DefaultNumber (that is: a whole number) respectively. |
Mask Example | Displays an example of the common mask selected. This cannot be edited. |
Formula | Allows you to define a formula to calculate a value based on other attributes (for example: [Attribute 1] * [Attribute 2] will multiply the Attribute 1 and Attribute 2 fields and display a value. |
Default Value | A default value, if required. |
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
Selecting the 'Entity' type displays the Type Name field, which at present only contains 'Contact' option.
This allows the user to select a Contact record.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
Selecting the 'List' type displays the List section.
This allows you to add defined options for the user to select from the drop-down list.
Selecting the 'Sub List' type displays the Sub List section.
This allows you to add defined options for the user to select from the drop-down list.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
Selecting the 'Reference Data' displays the 'Type' name field, where you can select from available reference data items to display.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
The additional fields for Text types are described in the following table.
This field | Holds this information... |
---|---|
Common Mask | This forces the particular formatting of data entry into a field. Currently, there is only one option for both the Decimal and Number types - DefaultDecimal (that is: a decimalised number) and DefaultNumber (that is: a whole number) respectively. |
Mask Example | Displays an example of the common mask selected. This cannot be edited. |
Default Value | A default value, if required. |
Note: There are no addition fields for Date, True\False, or Yes\No types.
- Click OK.