What are Configurable Attributes?
Configurable Attributes are user-defined fields that can be applied to specific folders or across all folders within a Project, depending on configuration.
They allow teams to capture consistent, structured information while maintaining flexibility across different folder requirements.
Required Privilege
Privilege | Description |
Allows users to create and manage configurable Attributes and Attribute Sets. |
How do I Access Configurable Attributes Within a Project?
Select the required Project.
Navigate to the Projects tab.
Access Configurable Attributes:
In List View:
Right-click the Project.
Select Settings > Configurable Attributes.
In Thumbnail View:
Click the Cog
icon in the Project thumbnail.
Click Configurable Attributes.
The Attributes and Attribute Sets configuration screen will open.
Configuration Screen Overview
The configuration screen contains two sections:
Navigation panel: Contains the Attributes Library and Attribute Sets navigation options.
Main content area: Displays the expanded view or the list of Attributes and Attribute Sets, along with the related actions.
Navigation Panel
The navigation panel provides access to:
Option | Description |
Attributes Library | Displays all configurable Attributes created within the Project Template. |
Attribute Sets | Displays groups of Attributes that can be assigned within the template. |
Main Content Area
Attribute Library
The main content area displays a table of Attributes. Within the Attributes Library, the screen displays the following fields:
Field | Description |
Attribute Name | Name of the Attribute |
Control Type | Input type used to capture the Attribute value (e.g., dropdown, radio, date picker). |
Mandatory | Indicates whether the Attribute must be completed. |
Status | Shows whether the Attribute is active or inactive. |
Attribute Set | The Attribute group the Attribute belongs to. |
Attribute Library Actions
The Attributes Library allows the following actions:
Action | Description |
Edit an Attribute | Select an Attribute from the list to edit it.  |
Create an Attribute | Click Create Attribute (top-right) to create a new configurable Attribute.  |
Export Attributes | Click Export (top-right) to export all Attributes to Excel.  |
Three-Dot Menu | Access additional actions such as exporting the values of the selected Attribute (available only for multi-list Attributes, such as dropdown or multi-selection fields) or viewing the audit history.  |
TIP:
To learn more about editing or creating an Attribute, see Create an Attribute (Project).
To learn more about Attribute Audit History, see How do I View the Audit History of an Attribute.
Attribute Sets
Selecting Attribute Sets displays every group of Attributes configured in the Project Template.
Field | Description |
Set Name | Name of the Attribute Set. |
Default | Indicates whether the set is marked as default. |
Status | Indicates whether the Attribute Set is active or inactive. |
Locations | Displays the folders or areas where the set is applied. |
Hierarchy | Indicates whether the set is configured at the Project or folder level. |
Attribute Set Actions
The Attribute Sets page allows the following actions:
Action | Description |
Edit an Attribute Set | Select an Attribute Set from the list to edit it.  |
Create a New Attribute Set | Click Create Set (top-right) to create a new Attribute Set.  |
Export Attribute Sets | Click Export (top-right) to export all Attribute Sets to Excel.  |
Three-Dot Menu | Click the three-dot
 |
menu next to the required Attribute Set to access actions: TIP: To learn more about editing or creating an Attribute Set, check Edit/ Create Attribute Sets.
Related Articles: Define Configurable Attributes (in a Project)