Skip to main content
Skip table of contents

Using Attribute Manager

The Attribute Manager can be used to create fields which are not standard for K2.

image-20240307-143027.png

These additional fields can be seen and populated when the selected item is open in the work area. For example: the Financial Asset Editor in the following image contains custom Financial Lease, Lease In Date, and Tenure fields.

image-20240307-143135.png

It can be accessed by navigating to Tools > Attribute Manager, or by clicking the Managing Attribute Definitions option in the Tasks panel of a record.

Adding or Editing a Category

The category is the name of a section that stores the custom fields.

image-20240307-124449.png

These are the top-level items in Attribute Manager.

To add or edit a category:

  • Select the section that you want to add the category to from the Select section drop-down list.

image-20240307-124552.png

If you open the Attribute Manager by clicking the Managing Attribute Definitions option in the Tasks panel, this field is read-only.

  • If there are no categories yet defined, click the You can click here to create a new category first link.

  • Right-click anywhere in the Attribute Manager tab and select New > New Category to add a new category.

image-20240307-124710.png
  • Right-click on an existing category and click the View option to edit it.

image-20240307-124809.png

The Attribute Category window is displayed.

image-20240307-124859.png
  • Enter the name of the category, and then click OK.

The category is then displayed in the Attribute Manager.

You can then add an Attribute to the category, refer to Adding or Editing an Attribute.

Related Topics

Click the links below to navigate to the following related topics:

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.