Sections and Attributes

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Add a section

Sections capture groupings of attributes for customized data capture, such as Regulatory Attributes, Operational Attributes, and Physical Characteristics.

  1. Locate the record.
  2. Select the “Edit” button for the desired record.
  3. Select “Add Section” in the Sections and Attributes section.
  4. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the name of the attribute section.   
    • Position*: Enter the position of the section (in relation to other sections). Sections with the same position are then sorted alphabetically by name.
    • Expanded: Toggle if this section is expanded by default or collapsed.
    • Description: Enter a description of the section.
    • External Identifier: Enter a unique identifier that represents this record in an external system.
  5. Select “Save” upon completion.

Manage sections

  1. Locate the record and select the “Edit” button.
  2. Within the “Section and Attributes” section, expand the “Actions” menu.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the section.
    • Delete the section and all associated data.
    • Add an attribute.  See the section directly below.

Add an attribute

Attributes are created to capture customized information, such as dates, characteristics, quantitative values, and other information. 

  1. Locate the record.
  2. Select the “Edit” button for the desired record.
  3. Within the “Section and Attributes” section, expand the “Actions” menu.
  4. Select “Add an Attribute”.
  5. Populate the fields.  Data fields with an asterisk (*) are required.
    • Section*: This is the section that contains this attribute. You may move the attribute to another section by selecting another section from this drop-down list.
    • Position*: Enter the position of the attribute (in relation to other attributes within the same section). Attributes with the same position within each section are then sorted alphabetically by name.
    • Name*: Enter the name of the attribute.
    • Data Type*: Enter the type of answer the system will accept.
    • Required: Toggle this if the attribute does not allow for blank or null values.
    • Read Only: Toggle this if the value cannot be modified.
    • Hide in Reports: Toggle on if this attribute should not show in the detail page and reports. It will still show when editing the record.
    • Default: Enter the default data to populate this attribute the first time it is edited.  Enter the direct text to use or one of these variables: {Current User}, {Now}, {Today}.
    • Searchable: Toggle on if this attribute may be searched to locate the record.
    • Allow Comments: Toggle on if the attribute allows the user to enter comments alongside the value.
    • Description: Enter the description of the attribute.  This displays when the user hovers over the attribute when viewing or editing.
    • External Identifier: Enter a unique identifier that represents this record in an external system.
  6. Depending on the data type selected, there may be additional fields to configure the attribute:
    • Size: Enter the number of alphanumeric characters in text or number fields (must be an integer between 0 and 400).
    • Precision: For numeric fields, specify how much of the size is allocated to the right of the decimal place (must be an integer between 0 and 20).
    • Minimum: Enter the minimum value allowed for the attribute. The following formats apply based on data type:
      • Date:  YYYY-MM-DD
      • Money: Two decimals
      • Month:  YYYY-MM
      • Number:  Any number
      • Time:  HH:MM:SS (24-hour)
      • Week: YYYY-W# (where the # is between 1 and 52)
    • Maximum: Enter the maximum value allowed for the attribute. The formats above apply to this field as well.
    • Pattern: Enter the regex pattern to use to validate the entered data.  To learn more, please visit https://www.w3schools.com/tags/att_input_pattern.asp.
    • List: Enter the pre-defined list of values to use for this attribute.
    • List Values: Enter the pipe-separated list of values to use for the drop-down list or radio button data type.
    • Value Lookup Type: Enter the type of identifier that is stored as the answer.  This will be used to display the name of the item instead of the identifier and is relevant for Contact and Asset names.
  7. Select “Save” upon completion.

Manage attributes

  1. Locate the record and select the “Edit” button.
  2. Within the “Section and Attributes” section, locate the desired attribute within its section.
  3. To the right of each attribute, under the Actions menu, you may:
    • Edit the attribute.
    • Delete the attribute and all associated data.
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