Adding or Editing An Attribute

Attributes are the fields that can be added to Categories.

Adding or Editing an Attribute

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

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

Right-click on the relevant category and then select New > New Attribute to add a new attribute.

Right-click on an existing attribute and click the View option to edit it.

The Attribute Definition window is displayed.

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.

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...
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: Date Decimal Entity List Number Reference Data Sublist Text True\False Yes\No
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:

Decimal or Number

The additional fields for Decimal or Number 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.
Formula	Allows you to define a formula to calculate a value based on other attributes (for example: [Attribute1]*[Attribute2] will multiply the Attribute1 and Attribute2 fields and display a value).
Default Value	A default value, if required.

Entity

Selecting the 'Entity' type displays the Type Name field, which at present only contains the 'Contact' option.

This allows the user to select a contact record.

List

Selecting the 'List' type displays the List section.

This allows you to add defined options for the user to select from a drop-down list.

Reference Data

Selecting the 'ReferenceData' type displays the Type Name field, where you can select from available reference data items to display.

Refer to Reference Data for information on defining reference data items.

Sublist

Select the 'Sub List' type to display the Sub List section.

This allows you to add defined options for the user to select from the drop-down list.

This allows you to add defined options for the user to select from the drop-down list.

A Sublist can only be added to a List.

Text

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. Select whether the field requires an email or website format, or is a free text field.
Mask Example	Displays an example of the common mask selected. This cannot be edited.
Default Value	A default value, if required.

There are no additional fields for Date, True\False or Yes\No types.

Click OK.