How Do I Access the Attributes Page?
Open the Playbook Plan.
Click the Edit
icon (top-right).
Click + Settings.
Select Manage Attributes from the dropdown.
The Attributes page will open, displaying:
Attribute Library
Attribute Set
How Do I Create an Attribute?
Select Attributes Library.
Click + Create New.
In the Create New Attribute pop-up, enter the basic information for the Attribute, including the Name, Description, and Status.
For definitions of the fields, check Basic Information.
Select a Control Type based on how users will enter their values for the Attribute.
Available options include: Textbox, Date Picker, Radio Button, Checkbox, Dropdown, Coordinates, Map and Slider.
For more information on these controls, check Control Types.
After selecting a Control Type, the corresponding Data Properties will appear.
Configure the required properties.
For more information, check Data Properties.
Click Create Attribute (bottom-left).
The Attribute will appear in the Attribute Library.
How Do I Create an Attribute Set?
Select Attribute Sets.
Click + Create Now.
Enter the basic information for the Attribute Set, including Name, Description and Status.
For the definition of the fields, check Basic Information.
Select the required Attribute from the dropdown.
Click + Add Attribute to include additional, existing Attributes.
TIP: Click + Create New Attribute to create a new Attribute without leaving this pop-up.
Click Save (bottom-right).
The Attribute Set will be created.
Attribute Field Descriptions
The following fields are available when creating an Attribute or Attribute Set.
Basic Information
Field | Description |
Name | Defines the name of the Attribute or Attribute Set. |
Description | Provides a brief description of the Attribute or Attribute Set. |
Status | Determines whether the Attribute or Attribute Set is active. Toggle Active to enable it. |
Control Type Options
Option | Description |
Textbox | Captures user-defined text input with configurable validation (e.g., integer, decimal, email, alphanumeric, letters). |
Date Picker | Allows users to select a date using a calendar interface. |
Radio Button | Allows users to select either Yes or No. |
Checkbox | Allows users to select one or more predefined values. |
Dropdown | Allows users to select a single predefined value. |
Coordinates | Captures coordinate values using configurable dimensions. |
Map | Allows users to select a location from a map to capture geographic coordinates. |
Slider | Allows users to select a numeric value within a defined minimum and maximum range using a sliding control. |
Data Properties
Data Properties vary depending on the Control Type selected.
Textbox
Option | Description |
Text | Allows users to enter free-text values. |
Number | Allows users to enter numeric values only. |
Date Picker
Option | Description |
Does it have a range? | Allows users to define a date range. When enabled, additional fields appear to configure the range values. |
Radio Button
Option | Description |
Label | Defines the display value shown to users for each option. |
Value | Defines the stored value associated with each label. |
TIP: Click + Add Property to define additional options.
Checkbox
Option | Description |
Do you want to use predefined attributes? | Allows users to select from existing Attributes. When enabled, a dropdown is displayed to choose from previously created Attributes. |
Label | Defines the display value shown to users for each option |
Value | Defines the stored value associated with each option. |
TIP: Click + Add Property to define additional options.
Dropdown
Option | Description |
Do you want to use predefined attributes? | Allows users to select from existing Attributes. When enabled, a dropdown is displayed to choose from previously created Attributes. |
Label | Defines the display value shown to users for each option |
Value | Defines the stored value associated with each option. |
TIP: Click + Add Property to define additional options.
Coordinates
Option | Description |
1-Dimension | Captures a single coordinate value (e.g., X). |
2-Dimension | Captures two coordinate values (e.g., X and Y). |
3-Dimension | Captures three coordinate values (e.g., X, Y, and Z). |
Map
Option | Description |
Co-Ordinates (Latitude and Longitude) | Allows users to select a map and capture latitude and longitude values. |
Ordinance Survey Grid | Allows users to capture Ordnance Survey grid (UK only). |
Slider
Option | Description |
Min Value | Defines the minimum value that can be selected. |
Max Value | Defines the maximum value that can be selected. |
Metric | Defines the unit or measurement associated with the value (for example, %, mm, kg). |