Attributes (CS205000)
You use this window to create new attributes or to view the details of existing attributes.
An attribute is a quality or characteristic of the stock item, project, case, lead, or other entity that gives your company more information. For example: Some attributes might be product brand, manufacturer, lead age, gender, and industry.
For each attribute, you can specify what type of control should be used for it.
The top part
You can use the elements in this area to create a new attribute, or to select an existing attribute and view its details.
- Attribute ID
- The identifier of the attribute. The Attribute ID will be displayed when preparing inquiries and reports, if applicable. An alphanumeric string of up to 10 characters may be used.
- Description
The description of the attribute. You can use an alphanumeric string of up to 30 characters.
NoteThis field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
- Control type
The type of control (element) to be used for the attribute. The following options are available:
- Text
- The control will be a field in which the user can type text. For this type, you can specify an input validation option: an input mask or a regular expression.
- Combo
- The control will be a combo field, which is a text field with a list field attached, so users can type or select the attribute value. For this type, you can enter a list of possible values.
- Multi select combo
- The control will be a list field with a check box against each attribute value so users can select multiple options. For this type, you can enter a list of possible values.
- Check box
- The control will be a check box that can be selected or cleared to turn the option on or off.
- Date/time
- The control will be used to enter a date.
- Entry mask
An entry mask for input validation. This field is available only if the Control type is Text.
For more information, see: on, see: About input validation options.
- Reg. exp.
- A regular expression to be used to validate input. This expression is used if the Control type is Text. For more information, see: on, see: About input validation options.
The table
This table is available for input only for the combo type attributes (that is, when the value in the Control type field is Combo )+.
- Value ID
- The value of the attribute. An alphanumeric string of up to 10 characters may be used.
- Description
The description of the value. Use an alphanumeric string of up to 30 characters.
NoteThis field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
- Sort order
- The number representing the order of the value in the resulting list of attribute values.
- Disabled
A check box that you select to make the value unavailable in any new documents that use the selected attribute.
If a disabled value has been used previously in any records, it will still be available in those records, but you will not be able to use the value in any new records.
Parent topic: Common settings windows - overview