An attribute set is a named group of attributes associated with an entity. It lets you group all the attributes used for an entity type. For example, the types of attributes used across documents will likely be the same, though different from attributes used for Workspace or Customer. An attribute set is a 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:
The 'Can Manage Configurable Attributes' privilege must be assigned to your role.
Attributes to be included in the attribute set should be configured beforehand. (See how to create an attribute if required)
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. Go to the 'Attribute Sets' tab and click the 'Create New Attribute Set' hyperlink in the top right corner.
The attribute set contains various objects such as the name, description, parent attribute, child attribute, sequence ID, and 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 must define a parent attribute and a child attribute if the selected parent attribute is a compound attribute. If the parent attribute is of a 'Simple' type, child attributes aren't required to be specified.
‘Doc Ref’ is a system-generated simple attribute, available within all the workspaces by default. Attribute ‘Doc Ref’ when selected under the attribute set will be of compound type only. You need to define the child attributes, of which the 'Doc Ref' is a parent compound attribute.
Attributes - The 'Attributes' dropdown contains all the Simple Attributes created under the 'Attributes' tab. Selecting an attribute from the dropdown will display values based on the current attribute set.
Attribute Type - If the attribute selected from the dropdown is of 'Date Picker', 'Radio button', or multiple selection option types, the 'Attribute Type' will appear as ‘Simple’ and be 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 includes all the simple attributes created under the 'Attributes' tab. Select the attribute from the dropdown that will be included in the current attribute set.
For example, 'Textbox’ and ‘Package’ are simple child attributes that can be considered a part of ‘Doc Ref’ compound parent Attribute.
Attribute sequence ID - Enter the sequence number as the user wishes to format the child attributes sequence.
Attribute Separator:
"-" Hyphen: Selecting this option, the child attributes will be separated by a hyphen.
E.g. Text box -- package
"_" underscore: Selecting this option, the child attributes will be separated by an underscore.
E.g. Text box _ package
"+" Addition: Selecting this option, child Attribute will be separated by addition.
E.g. Text box + package
Generate Auto Sequence
If selecting ‘Yes’, the user can define the sequence format, such as 'Sequence level', 'Character limit', 'Start from', and 'applies as'.
Sequence Level:
Project Specific: Selecting this option, the sequence will be followed by the whole project.
Folder Specific: Selecting this option, the sequence will be followed by the whole folder.
Specific to the compound pattern—Project specific: If you select this option, the whole project will follow the sequence with the compound pattern.
Specific to the compound pattern—Folder specific: If you select this option, the sequence with the compound pattern will be followed by the whole folder.
Example:
The documents will be uploaded with two child attribute combinations, Textbox and package, the 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 the child attribute.
Start From - Specify the sequence number start from.
For example, if a character limit is 2 and starts from 00, the data input should be 00 or 00 to 99.
If a character limit is 3 and starts from 500, the data input should be 500 or 500 to 999. 1000 would not be considered because it has four characters.
Applies As - Specify this attribute sequence will be available at Suffix or Prefix
Hierarchical Attribute Set
You can select Configurable Attributes in a required sequence to set a hierarchy. Use Insert New Attribute Record to add more rows. Select the checkbox 'Do you want to set a hierarchy between two attributes?'
Input Type - If you need to configure a hierarchy between two attribute sets, the input type for such fields must be a 'dropdown' or a 'checkbox'.
Status - Whether 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 must be applied to all or individual folders. One attribute set can be assigned to multiple folders. The folder where an attribute set was already created will be disabled for selection.
3. Once you have finished, click 'Save' to complete the creation of the attribute set. Otherwise, click 'Cancel' to return to the previous screen.
Related Articles: Create an Attribute Set (in a Project Template)
Next Article: Create a Project Template from an Existing Project