What is an Attribute Set?
An attribute set is a named group of attributes applied to an entity. It allows you to group related attributes so they can be managed and applied together.
For example,
Document attributes may differ from workspace attributes.
Customer attributes may differ from folder attributes.
An attribute set typically defines structured information such as who, what, where, when, and why for an entity.
Required Permissions:
Permission | Description |
Admin | You, your organisation, or a user group where you are a member must be assigned Admin permission. |
How to Create an Attribute Set in a Project Template?
Click on the Attribute Sets tab in the right panel.
Click Create Set (top-right).
The attribute set contains various objects, including the name, description, parent attribute, child attribute, sequence ID, and attribute separator, with auto-sequence options. It allows you to group multiple attributes together so they can be managed and applied collectively within a project template.
Fill in the information required under the Basic Information section.
Attribute Set Name – Enter a unique name for the attribute set. This name is used to identify the attribute set across the project template.
Description – Enter a description to explain the purpose of the attribute set being created.
Status – Set the attribute set status to Active to make it available for use.
Default – Enable this option to mark the attribute set as the default set.
Fill in the information required under the Attributes section. 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 that is available in all workspaces by default. The 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’.
Sub Attribute for Attribute - The 'Sub 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 the ‘Doc Ref’ compound parent Attribute.Attribute Separator:
"-" Hyphen: Selecting this option, the child's 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 the toggle switch is turned on, the user can define the sequence format, such as Auto Sequence, 'Character limit', 'Start from', and 'applies as'.
Auto 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: Text box 1, package1
Output: Text box 1_package1 01
Input: Text box 1, package1
Output: Text box 1_package1 02
Input: Text box 1, package2
Output: Text box 1_package2 03
Input: Text box 1, package3
Output: Text box 1_package3 04
Compound pattern for folder and project-specific
Input: Text box 1, package1
Output: Text box 1_package1 01
Input: Text box 1, package1
Output: Text box 1_package1 02
Input: Text box 1, package2
Output: Text box 1_package2 01
Input: Text box 1, package3
Output: Text box 1_package3 01
Character Limit - Specify the input character limit for data input for the child attribute.
Start From - Specify the sequence number to 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 whether this attribute sequence will be available at the Suffix or the Prefix
Hierarchical Attribute Set
You can select Configurable Attributes in a required sequence to set a hierarchy. For this, follow the steps below:
Select the checkbox under Hierarchal Attribute Sets section. Then click on the Save & Add Hierarchy button. This will display the Hierarchical Set pop-up window.
Select the Parent attribute and the child attribute.
Select among the attribute values to create hierarchy options, and then click Save. You can create multiple options by clicking on Add more options button.
Once done, click on the Review Hierarchy button.
The screen will now display the list of hierarchy sets available for your Attribute set. You can edit present hierarchies or create a new hierarchy from here. Once satisfied, click on the Continue to Publish button.
Select the folder(s) to which you wish to assign the attribute set. 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.
Click on the Publish button once you've selected the relevant folder(s).
