What Is an Attribute Set?

An Attribute Set is a named group of related Attributes that can be configured and applied together within a Project.

Attribute Sets can be used to define the structured information required for different areas of a Project.

An Attribute Set can include Simple and Compound Attributes, Sub Attributes, separators, hierarchal relationships and automatic sequencing.

Prerequisites

Privileges

Privilege	Description
Can Manage Configurable Attributes	Allows the creation and management of Configurable Attributes and Attribute Sets within a Project.

System Requirements

Requirement	Description
Preconfigured Attributes	Create the required Attributes before creating an Attribute Set. TIP: For detailed information, see Create an Attribute in a Project.

How Do I Create an Attribute Set?

Navigate to Configurable Attributes.
From the navigation panel on the left, click the Attribute Sets tab.
Click Create Set (top-right).
The Create New Set pop-up will appear.
Enter the Basic Information for the Attribute Set, including the Name, Description, Status, and its Default.
- For field descriptions, check Basic Information.
In the Attributes section select the Attributes to include in the Attribute Set.
Configure the Attribute Type, Sub Attributes and Attribute Separator, where applicable.
- For more information, check Attribute Information.
TIP: If an Attribute is configured as Compound, add the required Sub Attributes. Sub Attributes are not required for Simple Attributes.
NOTE: Doc Ref is a system-generated, Simple Attribute available in all Projects by default.

When added to an Attribute Set, Doc Ref will be treated as a Compound Attribute and requires Sub Attributes to be configured.
Where required, enable Generate Auto Sequence and configure the sequence settings.
- For detailed information, see Auto Sequence.
Where required, configure a Hierarchy between Attributes.
NOTE: When configuring a Hierarchal Attribute Set, Save & Continue to Publish will change to Save & Add Hierarchy. Check, How Do I Configure a Hierarchical Attribute Set? to configure the Hierarchy before publishing the Attribute Set.
Click Save & Continue to Publish.
Select the folders where the Attribute Set will apply.
NOTE: Folders with an existing Attribute Set applied will be greyed out and cannot be selected.
Click Publish.

Basic Information

Field	Description
Attribute Set Name	Enter a unique name to identify the Attribute Set within the Project.
Description	Enter a description of the purpose of the Attribute Set.
Status	Set the status to Active to make the Attribute Set available for use.
Default	Enable this option to make the Attribute Set the default set.

Attribute Information

Field	Description
Attributes	Select an existing Simple Attribute to include in the Attribute Set.
Type	Displays whether the selected Attribute is Simple or Compound. For Attributes with a fixed Type, the value is automatically determined and cannot be changed. Where both Types are supported, select whether the Attribute will be Simple or Compound.
Attribute Separator	Defines the character used to separate Sub Attributes within a Compound Attribute. Hyphen (-) - Separates Sub Attributes with a hyphen. EXAMPLE: Text box -Package. Underscore (_) - Separates Sub Attributes with an underscore. EXAMPLE: Text box_ Package Addition (+) - Separates Sub Attributes with a plus sign. EXAMPLE: Text box + Package
Sub Attribute	Displays the Simple Attributes available in the Attributes Library that can be included as part of a Compound Attribute.

Related Articles: Create an Attribute Set (in a Project Template)