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 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:

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 and click on the 'Create new Attribute set' hyperlink in 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.

The attribute set contains various objects like attribute set name, attribute set 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 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 the 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 the 'Attributes' tab. Select the attribute from the dropdown which will be the part of 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 populates all the simple attributes created under the 'Attributes' tab. Select the attribute from the dropdown which will be the part of current attribute set.

For example: 'Textbox’ and ‘Package’ are simple child attributes and 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.

Eg: Text box -- package

"_" underscore: Selecting this option, the child attributes will be separated by an underscore.

Eg: Text box _ package

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

Eg: Text box + package

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

Sequence Level:

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

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

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

4. Specific to the compound pattern - Folder specific: Selecting 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

Compound pattern for folder and project specific

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

Start From - Specify the sequence number start from.

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

Eg. If a character limit is 3 and it starts from 500, 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

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 a hierarchy between two attributes?'

Input Type - To set a hierarchy between two attribute sets input type has to be a 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. Otherwise, click 'Cancel' to go back to the previous screen.