Create an Attribute Set in a Project

This article helps you understand how to create attribute set in your projects.

Updated over a week ago

An attribute set is a named group of attributes associated with an entity. In general, an attribute set will group all the attributes that will be used for a type of entity. For example, the types of attributes used across documents will likely be the same– but will be different from the attributes used for Workspace or Customer. An attribute set is the group of 'who what where when why' questions used to describe an entity.

Pre-requisites:
Role privilege as mentioned below, on the project in which a configurable attribute set is to be created:

You can create an attribute set on your project by following the below steps:

1. Follow the steps to navigate to 'Configurable Attributes' (See steps 1 and 2).

2. To create an attribute set, go 'Attribute Sets' tab click on 'Create new Attribute set' hyperlink on the top right corner. Ideally you will need to have the attributes already created which should be part of the attribute set. See how to create an attribute if required.

Attribute set contains various objects like attribute set name, attribute set description, parent attribute, child attribute, sequence id, attribute separator with auto sequence options.

Attribute Set Name - Name of the attribute set to identify it across the project.

Attribute Set Description - Description of the attribute set that is being created.

For an attribute set, the user shall define a parent attribute and a child attribute if the selected parent attribute is a compound attribute. If the parent attribute is of 'Simple' type, no child attributes are required to be specified.

‘Doc Ref’ is a system generated simple attribute, which is available within all the workspaces by default. Attribute ‘Doc Ref’ when selected under attribute set will be of compound type only. You will need to define the child attributes, of which, the 'Doc Ref' is a parent compound attribute.

Attributes - The 'Attributes' dropdown populates all the Simple Attributes created under 'Attributes' tab. select the attribute from dropdown which will be the part of current attribute set.

Attribute Type - If the attribute selected from the dropdown, is of 'Date Picker', 'Radio button', multiple selection option types, the 'Attribute Type' will appear as ‘Simple’ and disabled. The rest of the attributes will allow the user to select whether the attribute type will be ‘Simple’ or ‘Compound’.

Attribute for Attribute Set - The 'Attributes' dropdown populates all the simple attributes created under 'Attributes' tab. Select the attribute from dropdown which will be the part of current attribute set.

For example: 'Textbox’ and ‘Package’ are simple child Attribute and part of ‘Doc Ref’ compound parent Attribute. (Please refer the diagram).

Attribute sequence ID - Enter the sequence number as the user wish to format the child attributes sequence.

Attribute Separator:

"-" Hyphen: Selecting this option, child attributed will be separated by hyphen.

Eg: Text box -- package

"_" underscore: Selecting this option, child Attribute will be separated by underscore.

Eg: Text box _ package

"+" Addition: Selecting this option, child Attribute will be separated by addition.

Eg: Text box + package

Generate Auto Sequence

Selecting ‘Yes’, the user will get further option to define sequence format like Sequence level, Character limit, Start from and applies as.

Sequence Level:

1. Project Specific: Selecting this option, sequence will follow by whole project.

2. Folder Specific: Selecting this option, sequence will be follow by the whole folder.

3. Specific to compound pattern - Project specific: Selecting this option, sequence with compound pattern will be follow by the whole project.

4. Specific to compound pattern - Folder specific: Selecting this option, sequence with compound pattern will be follow by the whole folder.

Example:

The documents will be uploading with two child Attribute combination, Textbox and package, following will be the result.

Project Specific Or Folder Specific

Input

Output

Text box 1, package1

Text box 1_package1 01

Text box 1, package1

Text box 1_package1 02

Text box 1, package2

Text box 1_package2 03

Text box 1, package3

Text box 1_package3 04

Compound pattern for folder and project specific

Input

Output

Text box 1, package1

Text box 1_package1 01

Text box 1, package1

Text box 1_package1 02

Text box 1, package2

Text box 1_package2 01

Text box 1, package3

Text box 1_package3 01

Character Limit - Specify the input character limit to data input for child Attribute.

Start From - Specify the sequence number start from.

Eg. If a character limit is 2 and it’s start from 00, data input should be 00 or 00 to 99.

Eg. If a character limit is 3 and it’s start from 500, data input should be 500 or 500 to 999. 1000 would not consider because it has four characters.

Applies As - Specify this attribute sequence will be available at Suffix or Prefix

Hierarchical Attribute Set

To set a hierarchy, select Configurable Attributes in a sequence you need. Use Insert New Attribute Record to add more rows. Now select the checkbox for 'Do you want to set hierarchy between two attributes?'

Input Type - To set hierarchy between two attribute sets input type has to be dropdown or checkbox.

Status - If the attribute should be active or inactive on the workspace.

Default - Apply this attribute to all the files by default or not.

Folder - The attribute set needs to be applied to all or individual folders. One attribute set can be assigned to multiple folders. The folder where an attribute set is already created will be disabled for selection.

3. Once done, click 'Save' to complete creating the attribute set. Else, click 'Cancel' to go back to the previous screen.



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